Steward Partners Investment Advisory’s Plains GP Holdings PAGP Stock Holding History

Steward Partners Investment Advisory’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	$186K	Sell	7,662 -1,394	-15%	-$33.5K	﹤0.01%	2273
2026 Q1	$220K	Hold	9,056	–	–	﹤0.01%	1967
2025 Q4	$173K	Sell	9,056 -1,014	-10%	-$18.3K	﹤0.01%	1988
2025 Q3	$184K	Buy	10,070 +1,014	+11%	+$19.4K	﹤0.01%	1912
2025 Q2	$176K	Buy	9,056 +250	+3%	+$4.66K	﹤0.01%	1815
2025 Q1	$188K	Buy	8,806 +4,894	+125%	+$103K	﹤0.01%	1681
2024 Q4	$71.9K	Sell	3,912 -100	-2%	-$1.86K	﹤0.01%	2151
2024 Q3	$74.2K	Sell	4,012 -2,404	-37%	-$45.6K	﹤0.01%	2032
2024 Q2	$121K	Sell	6,416 -117	-2%	-$2.15K	﹤0.01%	1690
2024 Q1	$119K	Buy	6,533 +4,922	+306%	+$83K	﹤0.01%	1675
2023 Q4	$25.7K	Hold	1,611	–	–	﹤0.01%	2288
2023 Q3	$26K	Buy	1,611 +1,500	+1,351%	+$23.6K	﹤0.01%	2185
2023 Q2	$1.65K	Hold	111	–	–	﹤0.01%	3064
2023 Q1	$1.46K	Sell	111 -163	-59%	-$2.14K	﹤0.01%	3074
2022 Q4	$3.4K	Hold	274	–	–	﹤0.01%	2898
2022 Q3	$3K	Hold	274	–	–	﹤0.01%	2958
2022 Q2	$3K	Hold	274	–	–	﹤0.01%	2933
2022 Q1	$3K	Buy	274 +111	+68%	+$1.28K	﹤0.01%	3030
2021 Q4	$2K	Hold	163	–	–	﹤0.01%	3029
2021 Q3	$2K	Sell	163 -400	-71%	-$4.18K	﹤0.01%	3001
2021 Q2	$7K	Sell	563 -97	-15%	-$1.03K	﹤0.01%	6379
2021 Q1	$6.2K	Buy	660 +95	+17%	+$887	﹤0.01%	2954
2020 Q4	$5K	Sell	565 -1,486	-72%	-$11.5K	﹤0.01%	2521
2020 Q3	$12K	Sell	2,051 -49	-2%	-$375	﹤0.01%	2072
2020 Q2	$19K	Sell	2,100 -397	-16%	-$3.5K	﹤0.01%	1792
2020 Q1	$14K	Buy	2,497 +800	+47%	+$11.3K	﹤0.01%	1735
2019 Q4	$32K	Buy	1,697 +1	+0.1%	+$19	﹤0.01%	1586
2019 Q3	$36K	Buy	1,696 +1	+0.1%	+$23	﹤0.01%	1496
2019 Q2	$42K	Buy	+1,695	New	+$40.9K	﹤0.01%	1405
2018 Q4	–	Sell	-1,395	Closed	-$34K	–	1719
2018 Q3	$34K	Buy	1,395 +2	+0.1%	+$50	﹤0.01%	1345
2018 Q2	$33K	Buy	1,393 +2	+0.1%	+$49	﹤0.01%	1269
2018 Q1	$30K	Buy	+1,391	New	+$30.8K	﹤0.01%	1191

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Plains GP Holdings (PAGP) stake by 15% in Q2 2026, selling an estimated $33.5K and leaving 7,662 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Steward Partners Investment Advisory first reported a position in PAGP in Q1 2018 and has held it in 32 quarters since. The position peaked at $220K in Q1 2026. 341 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Steward Partners Investment Advisory held 7,662 shares of Plains GP Holdings worth $186K as of Q2 2026.
Steward Partners Investment Advisory sold 1,394 Plains GP Holdings shares in Q2 2026, an estimated $33.5K.
Plains GP Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2273 holding.
Steward Partners Investment Advisory first reported a position in Plains GP Holdings in Q1 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Plains GP Holdings position peaked at $220K in Q1 2026.
341 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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