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 Q3	$282K	Buy	11,063 +1,063	+11%	+$25.9K	0.06%	185
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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Plan Group Financial's PAA Position: Q3 2026 in Review

Plan Group Financial increased its Plains All American Pipeline (PAA) stake by 11% in Q3 2026, buying an estimated $25.9K and bringing the position to 11,063 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #185.

Plan Group Financial first reported a position in PAA in Q2 2025 and has held it in 4 quarters since. The position peaked at $290K in Q3 2025. 111 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Plan Group Financial held 11,063 shares of Plains All American Pipeline worth $282K as of Q3 2026.
Plan Group Financial bought 1,063 Plains All American Pipeline shares in Q3 2026, an estimated $25.9K.
Plains All American Pipeline made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #185 holding.
Plan Group Financial first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 4 quarters since.
Plan Group Financial's Plains All American Pipeline position peaked at $290K in Q3 2025.
111 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.