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
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 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Plan Group Financial's PAA Position: Q4 2025 in Review

Plan Group Financial sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 17,000 shares — an estimated $290K sold.

Plan Group Financial first reported a position in PAA in Q2 2025 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

Plan Group Financial reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 17,000 Plains All American Pipeline shares in Q4 2025, an estimated $290K.
Plan Group Financial first reported a position in Plains All American Pipeline in Q2 2025 and held it in 2 quarters.
Plan Group Financial's Plains All American Pipeline position peaked at $290K in Q3 2025.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.