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Symphony Financial Services’s Plains All American Pipeline PAA Stock Holding History

Symphony Financial Services’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 		$1.13M Sell
50,599
-1,659
-3% -$36.9K 0.51% 32
2026
Q1 		$1.17M Sell
52,258
-238
-0.5% -$4.84K 0.6% 30
2025
Q4 		$943K Buy
52,496
+715
+1% +$12.2K 0.48% 34
2025
Q3 		$883K Buy
+51,781
New +$927K 0.48% 33

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Symphony Financial Services's PAA Position: Q2 2026 in Review

Symphony Financial Services reduced its Plains All American Pipeline (PAA) stake by 3.2% in Q2 2026, selling an estimated $36.9K and leaving 50,599 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #32.

Symphony Financial Services first reported a position in PAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q1 2026. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Symphony Financial Services held 50,599 shares of Plains All American Pipeline worth $1.13M as of Q2 2026.
  • Symphony Financial Services sold 1,659 Plains All American Pipeline shares in Q2 2026, an estimated $36.9K.
  • Plains All American Pipeline made up 0.51% of Symphony Financial Services's portfolio in Q2 2026, its #32 holding.
  • Symphony Financial Services first reported a position in Plains All American Pipeline in Q3 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's Plains All American Pipeline position peaked at $1.17M in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.