Summit Trail Advisors’s Plains All American Pipeline PAA Stock Holding History

Summit Trail Advisors’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	$261K	Buy	11,719 +68	+0.6%	+$1.51K	﹤0.01%	1363
2026 Q1	$260K	Buy	+11,651	New	+$237K	﹤0.01%	1328
2018 Q2	–	Sell	-209,168	Closed	-$4.06M	–	617
2018 Q1	$4.06M	Buy	209,168 +54,563	+35%	+$1.2M	0.69%	28
2017 Q4	$3.48M	Buy	+154,605	New	+$3.15M	0.44%	43

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 Trail Advisors's PAA Position: Q2 2026 in Review

Summit Trail Advisors increased its Plains All American Pipeline (PAA) stake by 0.58% in Q2 2026, buying an estimated $1.51K and bringing the position to 11,719 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Summit Trail Advisors first reported a position in PAA in Q4 2017 and has held it in 4 quarters since. The position peaked at $4.06M in Q1 2018. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Summit Trail Advisors held 11,719 shares of Plains All American Pipeline worth $261K as of Q2 2026.
Summit Trail Advisors bought 68 Plains All American Pipeline shares in Q2 2026, an estimated $1.51K.
Plains All American Pipeline made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1363 holding.
Summit Trail Advisors first reported a position in Plains All American Pipeline in Q4 2017 and has held it in 4 quarters since.
Summit Trail Advisors's Plains All American Pipeline position peaked at $4.06M in Q1 2018.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.