Steward Partners Investment Advisory’s Plains All American Pipeline PAA Stock Holding History

Steward Partners Investment Advisory’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	$632K	Sell	28,400 -1,714	-6%	-$38.1K	﹤0.01%	1569
2026 Q1	$672K	Sell	30,114 -710	-2%	-$14.4K	﹤0.01%	1367
2025 Q4	$554K	Buy	30,824 +5,076	+20%	+$86.3K	﹤0.01%	1367
2025 Q3	$439K	Sell	25,748 -27,586	-52%	-$494K	﹤0.01%	1448
2025 Q2	$977K	Buy	53,334 +8,559	+19%	+$149K	0.01%	1001
2025 Q1	$895K	Buy	44,775 +4,656	+12%	+$92K	0.01%	962
2024 Q4	$685K	Sell	40,119 -162	-0.4%	-$2.82K	0.01%	1021
2024 Q3	$700K	Sell	40,281 -4,045	-9%	-$72.4K	0.01%	986
2024 Q2	$792K	Buy	44,326 +59	+0.1%	+$1.03K	0.01%	892
2024 Q1	$777K	Buy	44,267 +2,747	+7%	+$44.3K	0.01%	883
2023 Q4	$629K	Sell	41,520 -1,581	-4%	-$24.1K	0.01%	899
2023 Q3	$660K	Buy	43,101 +5,583	+15%	+$83.7K	0.01%	820
2023 Q2	$529K	Sell	37,518 -1,167	-3%	-$15.4K	0.01%	912
2023 Q1	$482K	Buy	38,685 +161	+0.4%	+$2.01K	0.01%	941
2022 Q4	$453K	Sell	38,524 -273	-0.7%	-$3.23K	0.01%	940
2022 Q3	$408K	Sell	38,797 -2,245	-5%	-$25.1K	0.01%	922
2022 Q2	$403K	Sell	41,042 -3,028	-7%	-$32.8K	0.01%	933
2022 Q1	$474K	Buy	44,070 +1,621	+4%	+$17.4K	0.01%	941
2021 Q4	$396K	Buy	42,449 +1,417	+3%	+$14.2K	0.01%	1032
2021 Q3	$417K	Buy	41,032 +1,286	+3%	+$12.8K	0.01%	969
2021 Q2	$452K	Sell	39,746 -26,098	-40%	-$268K	0.01%	972
2021 Q1	$599K	Buy	65,844 +28,886	+78%	+$264K	0.01%	818
2020 Q4	$305K	Sell	36,958 -8,836	-19%	-$67.2K	0.01%	908
2020 Q3	$274K	Sell	45,794 -109	-0.2%	-$813	0.01%	842
2020 Q2	$406K	Buy	45,903 +3,100	+7%	+$26.4K	0.01%	688
2020 Q1	$226K	Sell	42,803 -270	-0.6%	-$3.7K	0.01%	753
2019 Q4	$792K	Sell	43,073 -1,200	-3%	-$22K	0.02%	514
2019 Q3	$918K	Buy	44,273 +2,238	+5%	+$50.6K	0.03%	434
2019 Q2	$1.02M	Buy	42,035 +8,907	+27%	+$213K	0.04%	386
2019 Q1	$811K	Sell	33,128 -319	-1%	-$7.54K	0.03%	404
2018 Q4	$670K	Sell	33,447 -1,038	-3%	-$23.7K	0.03%	419
2018 Q3	$862K	Buy	34,485 +1,859	+6%	+$46.8K	0.04%	382
2018 Q2	$771K	Buy	32,626 +13,969	+75%	+$336K	0.05%	350
2018 Q1	$411K	Buy	+18,657	New	+$410K	0.03%	462

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

Steward Partners Investment Advisory's PAA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Plains All American Pipeline (PAA) stake by 5.7% in Q2 2026, selling an estimated $38.1K and leaving 28,400 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Steward Partners Investment Advisory first reported a position in PAA in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.02M in Q2 2019. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Steward Partners Investment Advisory held 28,400 shares of Plains All American Pipeline worth $632K as of Q2 2026.
Steward Partners Investment Advisory sold 1,714 Plains All American Pipeline shares in Q2 2026, an estimated $38.1K.
Plains All American Pipeline made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1569 holding.
Steward Partners Investment Advisory first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 34 quarters since.
Steward Partners Investment Advisory's Plains All American Pipeline position peaked at $1.02M in Q2 2019.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.