Sovereign Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Sovereign Investment Advisors’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	$11.8M	Hold	528,931	–	–	2.21%	15
2026 Q1	$11.8M	Buy	528,931 +2,519	+0.5%	+$51.2K	2.5%	13
2025 Q4	$9.45M	Sell	526,412 -2,519	-0.5%	-$42.8K	2.36%	15
2025 Q3	$9.02M	Hold	528,931	–	–	2.46%	14
2025 Q2	$9.69M	Hold	528,931	–	–	2.66%	12
2025 Q1	$9.29M	Hold	528,931	–	–	3.23%	10
2024 Q4	$9.03M	Hold	528,931	–	–	2.69%	13
2024 Q3	$9.19M	Hold	528,931	–	–	3.01%	10
2024 Q2	$8.01M	Hold	528,931	–	–	2.99%	10
2024 Q1	$9.29M	Hold	528,931	–	–	3.2%	10
2023 Q4	$8.01M	Hold	528,931	–	–	2.99%	10
2023 Q3	$8.1M	Hold	528,931	–	–	3.18%	9
2023 Q2	$7.46M	Hold	528,931	–	–	2.82%	11
2023 Q1	$6.6M	Hold	528,931	–	–	2.62%	13
2022 Q4	$6.22M	Hold	528,931	–	–	2.61%	14
2022 Q3	$5.56M	Hold	528,931	–	–	2.49%	15
2022 Q2	$5.19M	Hold	528,931	–	–	2.25%	15
2022 Q1	$5.69M	Hold	528,931	–	–	2.24%	14
2021 Q4	$4.94M	Hold	528,931	–	–	1.92%	16
2021 Q3	$5.38M	Hold	528,931	–	–	2.15%	14
2021 Q2	$6.01M	Hold	528,931	–	–	2.27%	13
2021 Q1	$4.81M	Hold	528,931	–	–	1.91%	14
2020 Q4	$4.36M	Hold	528,931	–	–	1.77%	14
2020 Q3	$3.16M	Buy	+528,931	New	+$3.94M	1.24%	20

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Sovereign Investment Advisors's PAA Position: Q2 2026 in Review

Sovereign Investment Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 528,931 shares worth $11.8M. The position accounts for 2.21% of the portfolio, ranked #15.

Sovereign Investment Advisors first reported a position in PAA in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q1 2026. 418 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Sovereign Investment Advisors held 528,931 shares of Plains All American Pipeline worth $11.8M as of Q2 2026.
Sovereign Investment Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 2.21% of Sovereign Investment Advisors's portfolio in Q2 2026, its #15 holding.
Sovereign Investment Advisors first reported a position in Plains All American Pipeline in Q3 2020 and has held it in 24 quarters since.
Sovereign Investment Advisors's Plains All American Pipeline position peaked at $11.8M in Q1 2026.
418 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.