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Sunbelt Securities’s Plains GP Holdings PAGP Stock Holding History

Sunbelt Securities’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Buy
13,691
+16
+0.1% +$349 0.02% 503
2025
Q4 		$262K Buy
13,675
+18
+0.1% +$325 0.02% 563
2025
Q3 		$249K Buy
+13,657
New +$261K 0.02% 583

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sunbelt Securities's PAGP Position: Q1 2026 in Review

Sunbelt Securities increased its Plains GP Holdings (PAGP) stake by 0.12% in Q1 2026, buying an estimated $349 and bringing the position to 13,691 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #503.

Sunbelt Securities first reported a position in PAGP in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • Sunbelt Securities held 13,691 shares of Plains GP Holdings worth $332K as of Q1 2026.
  • Sunbelt Securities bought 16 Plains GP Holdings shares in Q1 2026, an estimated $349.
  • Plains GP Holdings made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #503 holding.
  • Sunbelt Securities first reported a position in Plains GP Holdings in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.