Principal Securities’s Plains GP Holdings PAGP Stock Holding History

Principal Securities’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$569K	Sell	23,450 -75	-0.3%	-$1.8K	0.01%	1020
2026 Q1	$571K	Buy	23,525 +1,398	+6%	+$30.5K	0.01%	922
2025 Q4	$424K	Buy	22,127 +1,112	+5%	+$20K	0.01%	1001
2025 Q3	$383K	Buy	21,015 +694	+3%	+$13.3K	0.01%	1015
2025 Q2	$395K	Buy	20,321 +1,910	+10%	+$35.6K	0.01%	957
2025 Q1	$338K	Hold	18,411	–	–	0.01%	925
2024 Q4	$338K	Sell	18,411 -217	-1%	-$4.03K	0.01%	919
2024 Q3	$345K	Buy	18,628 +642	+4%	+$12.2K	0.01%	882
2024 Q2	$338K	Buy	17,986 +187	+1%	+$3.43K	0.01%	836
2024 Q1	$325K	Buy	17,799 +842	+5%	+$14.2K	0.01%	832
2023 Q4	$270K	Buy	+16,957	New	+$268K	0.01%	833

Other funds holding PAGP

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Principal Securities's PAGP Position: Q2 2026 in Review

Principal Securities reduced its Plains GP Holdings (PAGP) stake by 0.32% in Q2 2026, selling an estimated $1.8K and leaving 23,450 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1020.

Principal Securities first reported a position in PAGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Principal Securities held 23,450 shares of Plains GP Holdings worth $569K as of Q2 2026.
Principal Securities sold 75 Plains GP Holdings shares in Q2 2026, an estimated $1.8K.
Plains GP Holdings made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1020 holding.
Principal Securities first reported a position in Plains GP Holdings in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Plains GP Holdings position peaked at $571K in Q1 2026.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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