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 Q1	–	Sell	-11,400	Closed	-$205K	–	1296
2025 Q4	$205K	Buy	+11,400	New	+$194K	0.03%	329
2023 Q2	–	Sell	-6,000	Closed	-$75K	–	1040
2023 Q1	$75K	Buy	+6,000	New	+$74.9K	0.01%	350
2022 Q3	–	Sell	-7,500	Closed	-$74K	–	1101
2022 Q2	$74K	Buy	+7,500	New	+$81.3K	0.01%	460
2022 Q1	–	Sell	-50,000	Closed	-$467K	–	1282
2021 Q4	$467K	Buy	50,000 +49,500	+9,900%	+$497K	0.02%	389
2021 Q3	$509K	Buy	+500	New	+$4.97K	0.04%	395
2014 Q4	–	Sell	-80	Closed	-$1K	–	696
2014 Q3	$1K	Buy	+80	New	+$4.69K	﹤0.01%	647

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 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.