Root Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Root Financial Partners’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	–	Sell	-109	Closed	-$2.43K	–	2340
2026 Q1	$2.43K	Hold	109	–	–	﹤0.01%	2231
2025 Q4	$1.96K	Hold	109	–	–	﹤0.01%	1991
2025 Q3	$1.86K	Buy	+109	New	+$1.95K	﹤0.01%	1966

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

Root Financial Partners's PAA Position: Q2 2026 in Review

Root Financial Partners sold out of Plains All American Pipeline (PAA) in Q2 2026, closing a stake of 109 shares — an estimated $2.43K sold.

Root Financial Partners first reported a position in PAA in Q3 2025 and held it in 3 quarters. The position peaked at $2.43K in Q1 2026. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Root Financial Partners reported no remaining Plains All American Pipeline position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 109 Plains All American Pipeline shares in Q2 2026, an estimated $2.43K.
Root Financial Partners first reported a position in Plains All American Pipeline in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Plains All American Pipeline position peaked at $2.43K in Q1 2026.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.