Stonebridge Financial Group
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Stonebridge Financial Group’s Plains All American Pipeline PAA Stock Holding History

Stonebridge Financial Group’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
Q3 		$244K Sell
10,290
-730
-7% -$17.8K 0.03% 235
2026
Q2 		$245K Buy
+11,020
New +$245K 0.03% 257

Other funds holding PAA

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Stonebridge Financial Group's PAA Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Plains All American Pipeline (PAA) stake by 6.6% in Q3 2026, selling an estimated $17.8K and leaving 10,290 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #235.

Stonebridge Financial Group first reported a position in PAA in Q2 2026 and has held it in 2 quarters since. The position peaked at $245K in Q2 2026. 358 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Stonebridge Financial Group held 10,290 shares of Plains All American Pipeline worth $244K as of Q3 2026.
  • Stonebridge Financial Group sold 730 Plains All American Pipeline shares in Q3 2026, an estimated $17.8K.
  • Plains All American Pipeline made up 0.03% of Stonebridge Financial Group's portfolio in Q3 2026, its #235 holding.
  • Stonebridge Financial Group first reported a position in Plains All American Pipeline in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Plains All American Pipeline position peaked at $245K in Q2 2026.
  • 358 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.