PBMares Wealth Management’s Plains All American Pipeline PAA Stock Holding History

PBMares Wealth Management’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	$310K	Buy	18,179 +113	+0.6%	+$2.02K	0.05%	147
2025 Q2	$331K	Buy	18,066 +114	+0.6%	+$1.99K	0.06%	138
2025 Q1	$359K	Buy	17,952 +1,078	+6%	+$21.3K	0.07%	129
2024 Q4	$288K	Buy	16,874 +74	+0.4%	+$1.29K	0.06%	151
2024 Q3	$292K	Hold	16,800	–	–	0.06%	151
2024 Q2	$300K	Hold	16,800	–	–	0.07%	144
2024 Q1	$295K	Buy	16,800 +4,000	+31%	+$64.6K	0.08%	145
2023 Q4	$194K	Hold	12,800	–	–	0.06%	170
2023 Q3	$196K	Hold	12,800	–	–	0.07%	159
2023 Q2	$180K	Hold	12,800	–	–	0.06%	165
2023 Q1	$160K	Hold	12,800	–	–	0.06%	168
2022 Q4	$151K	Hold	12,800	–	–	0.06%	162
2022 Q3	$135K	Hold	12,800	–	–	0.06%	152
2022 Q2	$126K	Hold	12,800	–	–	0.05%	153
2022 Q1	$138K	Hold	12,800	–	–	0.09%	149
2021 Q4	$120K	Buy	+12,800	New	+$129K	0.05%	156

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

PBMares Wealth Management's PAA Position: Q3 2025 in Review

PBMares Wealth Management increased its Plains All American Pipeline (PAA) stake by 0.63% in Q3 2025, buying an estimated $2.02K and bringing the position to 18,179 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #147.

PBMares Wealth Management first reported a position in PAA in Q4 2021 and has held it in 16 quarters since. The position peaked at $359K in Q1 2025. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

PBMares Wealth Management held 18,179 shares of Plains All American Pipeline worth $310K as of Q3 2025.
PBMares Wealth Management bought 113 Plains All American Pipeline shares in Q3 2025, an estimated $2.02K.
Plains All American Pipeline made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #147 holding.
PBMares Wealth Management first reported a position in Plains All American Pipeline in Q4 2021 and has held it in 16 quarters since.
PBMares Wealth Management's Plains All American Pipeline position peaked at $359K in Q1 2025.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.