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Segment Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Segment Wealth Management’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 		$543K Hold
24,400
– – 0.03% 220
2026
Q1 		$545K Buy
+24,400
New +$496K 0.03% 209
2020
Q1 		– Sell
-24,800
Closed -$456K – 218
2019
Q4 		$456K Sell
24,800
-2,800
-10% -$51.4K 0.08% 155
2019
Q3 		$573K Sell
27,600
-4,400
-14% -$99.5K 0.11% 116
2019
Q2 		$779K Hold
32,000
– – 0.16% 105
2019
Q1 		$784K Hold
32,000
– – 0.17% 108
2018
Q4 		$641K Buy
32,000
+22,000
+220% +$501K 0.16% 101
2018
Q3 		$250K Buy
+10,000
New +$252K 0.05% 188
2017
Q3 		– Sell
-60,874
Closed -$1.6M – 212
2017
Q2 		$1.6M Sell
60,874
-3,642
-6% -$101K 0.44% 70
2017
Q1 		$2.04M Buy
64,516
+6,057
+10% +$191K 0.66% 62
2016
Q4 		$1.89M Buy
58,459
+7
+0% +$221 0.69% 61
2016
Q3 		$1.84M Sell
58,452
-3,141
-5% -$89.8K 0.72% 55
2016
Q2 		$1.69M Sell
61,593
-1,839
-3% -$44.5K 0.7% 52
2016
Q1 		$1.33M Sell
63,432
-786
-1% -$16.5K 0.5% 61
2015
Q4 		$1.48M Sell
64,218
-5,461
-8% -$147K 0.56% 59
2015
Q3 		$2.12M Buy
69,679
+1,040
+2% +$38K 0.81% 48
2015
Q2 		$2.99M Sell
68,639
-1,151
-2% -$55.2K 1.04% 31
2015
Q1 		$3.4M Buy
69,790
+12,905
+23% +$641K 1.14% 25
2014
Q4 		$2.92M Sell
56,885
-3,075
-5% -$163K 1.12% 28
2014
Q3 		$3.53M Buy
59,960
+51
+0.1% +$2.99K 1.35% 13
2014
Q2 		$3.6M Buy
59,909
+2,137
+4% +$122K 1.39% 11
2014
Q1 		$3.18M Buy
57,772
+4
+0% +$210 1.48% 13
2013
Q4 		$2.99M Buy
57,768
+3
+0% +$153 1.48% 13
2013
Q3 		$3.04M Buy
57,765
+2,904
+5% +$155K 1.66% 11
2013
Q2 		$3.06M Buy
+54,861
New +$3.11M 1.83% 10

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Segment Wealth Management's PAA Position: Q2 2026 in Review

Segment Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 24,400 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #220.

Segment Wealth Management first reported a position in PAA in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.6M in Q2 2014. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Segment Wealth Management held 24,400 shares of Plains All American Pipeline worth $543K as of Q2 2026.
  • Segment Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2026.
  • Plains All American Pipeline made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Segment Wealth Management first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 25 quarters since.
  • Segment Wealth Management's Plains All American Pipeline position peaked at $3.6M in Q2 2014.
  • 419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.