Atria Investments’s Pembina Pipeline PBA Stock Holding History

Atria Investments’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 Q1	$854K	Sell	19,070 -5,995	-24%	-$254K	0.01%	1147
2025 Q4	$954K	Sell	25,065 -2,340	-9%	-$90K	0.01%	1095
2025 Q3	$1.11M	Sell	27,405 -254	-0.9%	-$9.59K	0.01%	1003
2025 Q2	$1.04M	Sell	27,659 -334	-1%	-$12.6K	0.01%	1017
2025 Q1	$1.12M	Sell	27,993 -1,401	-5%	-$52.6K	0.01%	955
2024 Q4	$1.09M	Sell	29,394 -171	-0.6%	-$6.97K	0.01%	933
2024 Q3	$1.22M	Sell	29,565 -1,787	-6%	-$69.9K	0.02%	877
2024 Q2	$1.16M	Buy	31,352 +1,695	+6%	+$61.3K	0.02%	869
2024 Q1	$1.05M	Sell	29,657 -639	-2%	-$22K	0.01%	940
2023 Q4	$1.04M	Buy	+30,296	New	+$971K	0.02%	876

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return