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
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 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

Principal Securities's PAA Position: Q4 2025 in Review

Principal Securities sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 1,455 shares — an estimated $24.8K sold.

Principal Securities first reported a position in PAA in Q4 2023 and held it in 8 quarters. The position peaked at $138K in Q4 2023. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

Principal Securities reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,455 Plains All American Pipeline shares in Q4 2025, an estimated $24.8K.
Principal Securities first reported a position in Plains All American Pipeline in Q4 2023 and held it in 8 quarters.
Principal Securities's Plains All American Pipeline position peaked at $138K in Q4 2023.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.