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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
2015
Q1 		– Sell
-60
Closed -$20K – 572
2014
Q4 		$20K Buy
+60
New +$3.19K 0.01% 400

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's PAA Position: Q1 2026 in Review

Summit Securities Group reduced its Plains All American Pipeline (PAA) stake by 26% in Q1 2026, selling an estimated $116K and leaving 16,200 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #178.

Summit Securities Group first reported a position in PAA in Q2 2013 and has held it in 27 quarters since. The position peaked at $863K in Q3 2021. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Summit Securities Group held 16,200 shares of Plains All American Pipeline worth $362K as of Q1 2026.
  • Summit Securities Group sold 5,700 Plains All American Pipeline shares in Q1 2026, an estimated $116K.
  • Plains All American Pipeline made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #178 holding.
  • Summit Securities Group first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Plains All American Pipeline position peaked at $863K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.