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

Plan Group Financial’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
2026 Q2	$223K	Buy	+10,000	New	+$222K	0.05%	226
2025 Q4	–	Sell	-17,000	Closed	-$290K	–	212
2025 Q3	$290K	Buy	17,000 +2,000	+13%	+$35.8K	0.08%	146
2025 Q2	$275K	Buy	+15,000	New	+$262K	0.09%	134

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan Group Financial's PAA Position: Q2 2026 in Review

Plan Group Financial opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 10,000 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in PAA as recently as Q3 2025.

Plan Group Financial first reported a position in PAA in Q2 2025 and has held it in 3 quarters since. The position peaked at $290K in Q3 2025. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Plan Group Financial held 10,000 shares of Plains All American Pipeline worth $223K as of Q2 2026.
Plains All American Pipeline was a new Plan Group Financial position in Q2 2026.
Plains All American Pipeline made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #226 holding.
Plan Group Financial first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 3 quarters since.
Plan Group Financial's Plains All American Pipeline position peaked at $290K in Q3 2025.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.