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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's PAA Position: Q1 2026 in Review

Root Financial Partners held its Plains All American Pipeline (PAA) position steady in Q1 2026 at 109 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Root Financial Partners first reported a position in PAA in Q3 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Root Financial Partners held 109 shares of Plains All American Pipeline worth $2.43K as of Q1 2026.
Root Financial Partners left its Plains All American Pipeline share count unchanged in Q1 2026.
Plains All American Pipeline made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2231 holding.
Root Financial Partners first reported a position in Plains All American Pipeline in Q3 2025 and has held it in 3 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.