Prospect Financial Services’s Plains All American Pipeline PAA Stock Holding History

Prospect Financial Services’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	$1.04M	Sell	46,634 -4,313	-8%	-$95.9K	0.53%	42
2026 Q1	$1.14M	Sell	50,947 -173	-0.3%	-$3.52K	0.69%	34
2025 Q4	$918K	Sell	51,120 -7,542	-13%	-$128K	0.53%	39
2025 Q3	$1M	Buy	58,662 +143	+0.2%	+$2.56K	0.58%	39
2025 Q2	$1.07M	Sell	58,519 -11,857	-17%	-$207K	0.67%	36
2025 Q1	$1.41M	Sell	70,376 -2,038	-3%	-$40.3K	0.78%	32
2024 Q4	$1.24M	Buy	72,414 +140	+0.2%	+$2.44K	0.67%	34
2024 Q3	$1.26M	Sell	72,274 -2,864	-4%	-$51.3K	0.78%	32
2024 Q2	$1.34M	Sell	75,138 -1,723	-2%	-$30.1K	1.03%	24
2024 Q1	$1.35M	Sell	76,861 -5,697	-7%	-$92K	1.11%	24
2023 Q4	$1.25M	Buy	+82,558	New	+$1.26M	1.26%	22

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

Prospect Financial Services's PAA Position: Q2 2026 in Review

Prospect Financial Services reduced its Plains All American Pipeline (PAA) stake by 8.5% in Q2 2026, selling an estimated $95.9K and leaving 46,634 shares worth $1.04M. The position accounts for 0.53% of the portfolio, ranked #42.

Prospect Financial Services first reported a position in PAA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2025. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Prospect Financial Services held 46,634 shares of Plains All American Pipeline worth $1.04M as of Q2 2026.
Prospect Financial Services sold 4,313 Plains All American Pipeline shares in Q2 2026, an estimated $95.9K.
Plains All American Pipeline made up 0.53% of Prospect Financial Services's portfolio in Q2 2026, its #42 holding.
Prospect Financial Services first reported a position in Plains All American Pipeline in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's Plains All American Pipeline position peaked at $1.41M in Q1 2025.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.