Raymond James Financial
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Raymond James Financial’s Plains All American Pipeline PAA Stock Holding History

Raymond James 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
Q1 		$18.8M Buy
839,797
+54,202
+7% +$1.1M 0.01% 1518
2025
Q4 		$14.1M Buy
785,595
+53,551
+7% +$910K ﹤0.01% 1698
2025
Q3 		$12.5M Buy
732,044
+33,586
+5% +$601K ﹤0.01% 1752
2025
Q2 		$12.8M Buy
698,458
+33,674
+5% +$588K ﹤0.01% 1691
2025
Q1 		$13.3M Buy
664,784
+6,309
+1% +$125K 0.01% 1596
2024
Q4 		$11.2M Buy
+658,475
New +$11.5M ﹤0.01% 1758

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AA
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Invesco
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Blackstone Inc
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return