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Simplify Asset Management’s Plains GP Holdings PAGP Stock Holding History

Simplify Asset Management’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
Q2 		$30.9M Hold
1,272,360
– – 0.43% 12
2026
Q1 		$30.9M Hold
1,272,360
– – 0.47% 10
2025
Q4 		$24.4M Hold
1,272,360
– – 0.4% 13
2025
Q3 		$23.2M Hold
1,272,360
– – 0.43% 13
2025
Q2 		$24.7M Hold
1,272,360
– – 1.24% 12
2025
Q1 		$27.2M Hold
1,272,360
– – 1.02% 12
2024
Q4 		$23.4M Hold
1,272,360
– – 1.16% 12
2024
Q3 		$23.5M Sell
1,272,360
-100,000
-7% -$1.9M 1.1% 16
2024
Q2 		$25.8M Hold
1,372,360
– – 1.73% 12
2024
Q1 		$25M Hold
1,372,360
– – 1.49% 11
2023
Q4 		$21.9M Hold
1,372,360
– – 1.96% 8
2023
Q3 		$22.1M Buy
1,372,360
+327,263
+31% +$5.15M 2.53% 7
2023
Q2 		$15.5M Sell
1,045,097
-9,300
-0.9% -$128K 2.04% 7
2023
Q1 		$13.8M Buy
+1,054,397
New +$13.8M 1.98% 9

Other funds holding PAGP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simplify Asset Management's PAGP Position: Q2 2026 in Review

Simplify Asset Management held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 1,272,360 shares worth $30.9M. The position accounts for 0.43% of the portfolio, ranked #12.

Simplify Asset Management first reported a position in PAGP in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.9M in Q1 2026. 34 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Simplify Asset Management held 1,272,360 shares of Plains GP Holdings worth $30.9M as of Q2 2026.
  • Simplify Asset Management left its Plains GP Holdings share count unchanged in Q2 2026.
  • Plains GP Holdings made up 0.43% of Simplify Asset Management's portfolio in Q2 2026, its #12 holding.
  • Simplify Asset Management first reported a position in Plains GP Holdings in Q1 2023 and has held it in 14 quarters since.
  • Simplify Asset Management's Plains GP Holdings position peaked at $30.9M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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