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Plains All American Pipeline shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Plains All American Pipeline (PAA) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Plains All American Pipeline

Tip: Access up to 7 years of quarterly data

All positions including Plains All American Pipeline held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Plains All American Pipeline by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 100 22.26

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Plains All American Pipeline

ALPS Advisors
Invesco
Blackstone Group
Mirae Asset Global Etfs Holdings
Goldman Sachs Group
Morgan Stanley
Tortoise Capital Advisors
UBS Group
Kayne Anderson Capital Advisors, L.p
Jpmorgan Chase & Co
Bank of America Corporation
CIBC Bancorp USA
Brookfield Asset Management
Peak6
Fractal Investments

View all funds holding Plains All American Pipeline