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Summit Securities Group’s Plains All American Pipeline PAA Stock Holding History

Summit Securities 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
Q2 		$332K Sell
14,900
-1,300
-8% -$28.9K 0.03% 215
2026
Q1 		$362K Sell
16,200
-5,700
-26% -$116K 0.04% 178
2025
Q4 		$393K Sell
21,900
-3,508
-14% -$59.6K 0.05% 228
2025
Q3 		$433K Sell
25,408
-18,492
-42% -$331K 0.09% 179
2025
Q2 		$804K Buy
43,900
+1,200
+3% +$20.9K 0.15% 111
2025
Q1 		$854K Buy
42,700
+33,400
+359% +$660K 0.13% 80
2024
Q4 		$159K Buy
9,300
+500
+6% +$8.7K 0.03% 201
2024
Q3 		$153K Buy
+8,800
New +$158K 0.04% 172
2024
Q2 		– Sell
-14,400
Closed -$253K – 722
2024
Q1 		$253K Buy
14,400
+11,400
+380% +$184K 0.04% 139
2023
Q4 		$45K Buy
+3,000
New +$45.8K ﹤0.01% 406
2023
Q3 		– Sell
-200
Closed -$3K – 908
2023
Q2 		$3K Sell
200
-5,800
-97% -$76.6K ﹤0.01% 835
2023
Q1 		$75K Buy
6,000
+5,500
+1,100% +$68.7K 0.01% 349
2022
Q4 		$6K Sell
500
-19,800
-98% -$235K ﹤0.01% 1074
2022
Q3 		$214K Sell
20,300
-10,800
-35% -$121K 0.02% 411
2022
Q2 		$305K Sell
31,100
-23,500
-43% -$255K 0.04% 249
2022
Q1 		$587K Sell
54,600
-18,000
-25% -$193K 0.07% 209
2021
Q4 		$678K Sell
72,600
-12,300
-14% -$124K 0.03% 306
2021
Q3 		$863K Buy
84,900
+30,900
+57% +$307K 0.07% 288
2021
Q2 		$613K Buy
+54,000
New +$555K 0.05% 341
2020
Q4 		– Sell
-20,300
Closed -$121K – 591
2020
Q3 		$121K Buy
+20,300
New +$151K 0.01% 341
2015
Q3 		– Sell
-1,134
Closed -$49K – 475
2015
Q2 		$49K Buy
+1,134
New +$54.4K 0.02% 198
2015
Q1 		– Sell
-3,500
Closed -$180K – 573
2014
Q4 		$180K Sell
3,500
-3,900
-53% -$207K 0.05% 205
2014
Q3 		$436K Buy
7,400
+6,400
+640% +$375K 0.13% 121
2014
Q2 		$60K Buy
1,000
+800
+400% +$45.5K 0.02% 292
2014
Q1 		$11K Hold
200
– – 0.01% 258
2013
Q4 		$10K Hold
200
– – ﹤0.01% 351
2013
Q3 		$11K Hold
200
– – ﹤0.01% 258
2013
Q2 		$11K Buy
+200
New +$11.3K 0.01% 307

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's PAA Position: Q2 2026 in Review

Summit Securities Group reduced its Plains All American Pipeline (PAA) stake by 8% in Q2 2026, selling an estimated $28.9K and leaving 14,900 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #215.

Summit Securities Group first reported a position in PAA in Q2 2013 and has held it in 28 quarters since. The position peaked at $863K in Q3 2021. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Summit Securities Group held 14,900 shares of Plains All American Pipeline worth $332K as of Q2 2026.
  • Summit Securities Group sold 1,300 Plains All American Pipeline shares in Q2 2026, an estimated $28.9K.
  • Plains All American Pipeline made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #215 holding.
  • Summit Securities Group first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 28 quarters since.
  • Summit Securities Group's Plains All American Pipeline position peaked at $863K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.