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Advocate Investing Services’s Pembina Pipeline PBA Stock Holding History

Advocate Investing Services’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185 Hold
4
– – ﹤0.01% 450
2026
Q1 		$179 Hold
4
– – ﹤0.01% 439
2025
Q4 		$152 Buy
+4
New +$154 ﹤0.01% 438

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocate Investing Services's PBA Position: Q2 2026 in Review

Advocate Investing Services held its Pembina Pipeline (PBA) position steady in Q2 2026 at 4 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Advocate Investing Services first reported a position in PBA in Q4 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Advocate Investing Services held 4 shares of Pembina Pipeline worth $185 as of Q2 2026.
  • Advocate Investing Services left its Pembina Pipeline share count unchanged in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #450 holding.
  • Advocate Investing Services first reported a position in Pembina Pipeline in Q4 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.