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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
Q2 		$805K Sell
17,405
-1,665
-9% -$77.1K 0.01% 1232
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 $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

Atria Investments's PBA Position: Q2 2026 in Review

Atria Investments reduced its Pembina Pipeline (PBA) stake by 8.7% in Q2 2026, selling an estimated $77.1K and leaving 17,405 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #1232.

Atria Investments first reported a position in PBA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Atria Investments held 17,405 shares of Pembina Pipeline worth $805K as of Q2 2026.
  • Atria Investments sold 1,665 Pembina Pipeline shares in Q2 2026, an estimated $77.1K.
  • Pembina Pipeline made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1232 holding.
  • Atria Investments first reported a position in Pembina Pipeline in Q4 2023 and has held it in 11 quarters since.
  • Atria Investments's Pembina Pipeline position peaked at $1.22M in Q3 2024.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.