Valley National Advisers’s Plains All American Pipeline PAA Stock Holding History

Valley National Advisers’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	$22.3K	Buy	1,000 +500	+100%	+$11.1K	﹤0.01%	506
2026 Q1	$11K	Hold	500	–	–	﹤0.01%	592
2025 Q4	$8K	Hold	500	–	–	﹤0.01%	643
2025 Q3	$8K	Hold	500	–	–	﹤0.01%	610
2025 Q2	$9K	Hold	500	–	–	﹤0.01%	587
2025 Q1	$10K	Hold	500	–	–	﹤0.01%	569
2024 Q4	$8K	Hold	500	–	–	﹤0.01%	578
2024 Q3	$8K	Hold	500	–	–	﹤0.01%	546
2024 Q2	$8K	Hold	500	–	–	﹤0.01%	677
2024 Q1	$8K	Hold	500	–	–	﹤0.01%	700
2023 Q4	$7K	Hold	500	–	–	﹤0.01%	738
2023 Q3	$8K	Hold	500	–	–	﹤0.01%	645
2023 Q2	$8K	Hold	500	–	–	﹤0.01%	641
2023 Q1	$7K	Hold	500	–	–	﹤0.01%	648
2022 Q4	$6K	Hold	500	–	–	﹤0.01%	650
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	656
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	666
2022 Q1	$5K	Buy	+500	New	+$5.36K	﹤0.01%	699
2016 Q4	–	Sell	-100	Closed	-$3K	–	716
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	500
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	499
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	530
2015 Q4	$2K	Buy	+100	New	+$2.69K	﹤0.01%	533

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

Valley National Advisers's PAA Position: Q2 2026 in Review

Valley National Advisers increased its Plains All American Pipeline (PAA) stake by 100% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,000 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Valley National Advisers first reported a position in PAA in Q4 2015 and has held it in 22 quarters since. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Valley National Advisers held 1,000 shares of Plains All American Pipeline worth $22.3K as of Q2 2026.
Valley National Advisers bought 500 Plains All American Pipeline shares in Q2 2026, an estimated $11.1K.
Plains All American Pipeline made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #506 holding.
Valley National Advisers first reported a position in Plains All American Pipeline in Q4 2015 and has held it in 22 quarters since.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.