Principal Securities’s Plains All American Pipeline PAA Stock Holding History

Principal Securities’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	$309K	Buy	+13,903	New	+$309K	﹤0.01%	1310
2025 Q4	–	Sell	-1,455	Closed	-$24.8K	–	2853
2025 Q3	$24.8K	Sell	1,455 -322	-18%	-$5.76K	﹤0.01%	2308
2025 Q2	$32.6K	Buy	1,777 +1,040	+141%	+$18.1K	﹤0.01%	2085
2025 Q1	$12.6K	Hold	737	–	–	﹤0.01%	2430
2024 Q4	$12.6K	Buy	737 +127	+21%	+$2.21K	﹤0.01%	2426
2024 Q3	$10.6K	Buy	610 +390	+177%	+$6.98K	﹤0.01%	2418
2024 Q2	$3.93K	Hold	220	–	–	﹤0.01%	2717
2024 Q1	$3.86K	Sell	220 -8,916	-98%	-$144K	﹤0.01%	2688
2023 Q4	$138K	Buy	+9,136	New	+$140K	0.01%	1073

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

Principal Securities's PAA Position: Q2 2026 in Review

Principal Securities opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 13,903 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Principal Securities previously reported a position in PAA as recently as Q3 2025.

Principal Securities first reported a position in PAA in Q4 2023 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Principal Securities held 13,903 shares of Plains All American Pipeline worth $309K as of Q2 2026.
Plains All American Pipeline was a new Principal Securities position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1310 holding.
Principal Securities first reported a position in Plains All American Pipeline in Q4 2023 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.