Park Square Financial Group’s Plains All American Pipeline PAA Stock Holding History

Park Square Financial Group’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-563	Closed	-$10.3K	–	744
2025 Q2	$10.3K	Hold	563	–	–	0.01%	592
2025 Q1	$11.3K	Hold	563	–	–	0.01%	569
2024 Q4	$9.62K	Buy	+563	New	+$9.8K	0.01%	590

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Park Square Financial Group's PAA Position: Q3 2025 in Review

Park Square Financial Group sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 563 shares — an estimated $10.3K sold.

Park Square Financial Group first reported a position in PAA in Q4 2024 and held it in 3 quarters. The position peaked at $11.3K in Q1 2025. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Park Square Financial Group reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 563 Plains All American Pipeline shares in Q3 2025, an estimated $10.3K.
Park Square Financial Group first reported a position in Plains All American Pipeline in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Plains All American Pipeline position peaked at $11.3K in Q1 2025.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.