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Newbridge Financial Services Group’s Plains GP Holdings PAGP Stock Holding History

Newbridge Financial Services Group’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72K Sell
112
-107
-49% -$2.34K ﹤0.01% 994
2025
Q4 		$4.19K Buy
+219
New +$3.95K ﹤0.01% 921
2022
Q2 		– Sell
-4,946
Closed -$57K – 1477
2022
Q1 		$57K Buy
+4,946
New +$56.9K 0.03% 443
2021
Q4 		– Sell
-1,300
Closed -$14K – 1506
2021
Q3 		$14K Sell
1,300
-2,164
-62% -$22.6K 0.01% 777
2021
Q2 		$41K Hold
3,464
– – 0.03% 507
2021
Q1 		$33K Buy
+3,464
New +$32.3K 0.02% 532

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return