Wealth Alliance Advisory Group’s Plains GP Holdings PAGP Stock Holding History

Wealth Alliance Advisory Group’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 Q2	$360K	Hold	14,850	–	–	0.05%	141
2026 Q1	$361K	Hold	14,850	–	–	0.06%	144
2025 Q4	$284K	Hold	14,850	–	–	0.05%	163
2025 Q3	$271K	Buy	14,850 +2,000	+16%	+$38.2K	0.05%	159
2025 Q2	$250K	Buy	12,850 +500	+4%	+$9.31K	0.05%	164
2025 Q1	$264K	Buy	12,350 +1,449	+13%	+$30.5K	0.05%	159
2024 Q4	$200K	Hold	10,901	–	–	0.04%	180
2024 Q3	$202K	Buy	+10,901	New	+$207K	0.04%	182

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wealth Alliance Advisory Group's PAGP Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 14,850 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #141.

Wealth Alliance Advisory Group first reported a position in PAGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $361K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Wealth Alliance Advisory Group held 14,850 shares of Plains GP Holdings worth $360K as of Q2 2026.
Wealth Alliance Advisory Group left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #141 holding.
Wealth Alliance Advisory Group first reported a position in Plains GP Holdings in Q3 2024 and has held it in 8 quarters since.
Wealth Alliance Advisory Group's Plains GP Holdings position peaked at $361K in Q1 2026.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.