SAG
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SageView Advisory Group’s Plains GP Holdings PAGP Stock Holding History

SageView Advisory Group’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-664
Closed -$12.7K – 1868
2025
Q4 		$12.7K Buy
+664
New +$12K ﹤0.01% 1620

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's PAGP Position: Q1 2026 in Review

SageView Advisory Group sold out of Plains GP Holdings (PAGP) in Q1 2026, closing a stake of 664 shares — an estimated $12.7K sold.

SageView Advisory Group first reported a position in PAGP in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • SageView Advisory Group reported no remaining Plains GP Holdings position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 664 Plains GP Holdings shares in Q1 2026, an estimated $12.7K.
  • SageView Advisory Group first reported a position in Plains GP Holdings in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Plains GP Holdings position peaked at $12.7K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.