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	$114K	Buy	+5,100	New	+$113K	0.01%	362
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 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 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.