Summit Financial’s Plains All American Pipeline PAA Stock Holding History

Summit Financial’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	$1.39M	Buy	62,572 +1,303	+2%	+$29K	0.02%	731
2026 Q1	$1.37M	Buy	61,269 +4	+0%	+$81	0.02%	677
2025 Q4	$1.1M	Buy	61,265 +599	+1%	+$10.2K	0.02%	634
2025 Q3	$1.03M	Sell	60,666 -2	-0%	-$36	0.02%	645
2025 Q2	$1.11M	Buy	60,668 +3,436	+6%	+$60K	0.03%	398
2025 Q1	$1.14M	Buy	57,232 +3	+0%	+$59	0.03%	350
2024 Q4	$977K	Buy	+57,229	New	+$996K	0.03%	320
2022 Q2	–	Sell	-10,482	Closed	-$113K	–	248
2022 Q1	$113K	Buy	+10,482	New	+$112K	0.01%	246
2020 Q2	–	Sell	-15,673	Closed	-$82.8K	–	41
2020 Q1	$82.8K	Sell	15,673 -11,488	-42%	-$158K	0.02%	41
2019 Q4	$499K	Buy	+27,161	New	+$499K	0.08%	33
2019 Q3	–	Sell	-29,735	Closed	-$724K	–	34
2019 Q2	$724K	Sell	29,735 -1,511	-5%	-$36.1K	0.12%	25
2019 Q1	$766K	Sell	31,246 -735	-2%	-$17.4K	0.13%	25
2018 Q4	$641K	Buy	+31,981	New	+$729K	0.12%	27

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

Summit Financial's PAA Position: Q2 2026 in Review

Summit Financial increased its Plains All American Pipeline (PAA) stake by 2.1% in Q2 2026, buying an estimated $29K and bringing the position to 62,572 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #731.

Summit Financial first reported a position in PAA in Q4 2018 and has held it in 13 quarters since. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Summit Financial held 62,572 shares of Plains All American Pipeline worth $1.39M as of Q2 2026.
Summit Financial bought 1,303 Plains All American Pipeline shares in Q2 2026, an estimated $29K.
Plains All American Pipeline made up 0.02% of Summit Financial's portfolio in Q2 2026, its #731 holding.
Summit Financial first reported a position in Plains All American Pipeline in Q4 2018 and has held it in 13 quarters since.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.