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 Q3	$2.58K	Buy	+109	New	+$2.66K	﹤0.01%	2516
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 $21.8B AUM 17.58% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Root Financial Partners's PAA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Plains All American Pipeline (PAA) in Q3 2026: 109 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2516 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PAA as recently as Q1 2026.

Root Financial Partners first reported a position in PAA in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Root Financial Partners held 109 shares of Plains All American Pipeline worth $2.58K as of Q3 2026.
Plains All American Pipeline was a new Root Financial Partners position in Q3 2026.
Plains All American Pipeline made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2516 holding.
Root Financial Partners first reported a position in Plains All American Pipeline in Q3 2025 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.