Aviso Financial’s Pembina Pipeline PBA Stock Holding History

Aviso Financial’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	$1.45M	Sell	31,386 -19,951	-39%	-$924K	0.05%	114
2026 Q1	$2.3M	Buy	51,337 +1,444	+3%	+$61.2K	0.08%	104
2025 Q4	$1.9M	Buy	49,893 +6,642	+15%	+$255K	0.07%	111
2025 Q3	$1.75M	Buy	43,251 +20,403	+89%	+$770K	0.07%	114
2025 Q2	$858K	Sell	22,848 -105,496	-82%	-$3.98M	0.04%	167
2025 Q1	$5.14M	Buy	128,344 +13,309	+12%	+$499K	0.25%	58
2024 Q4	$4.25M	Buy	115,035 +10,941	+11%	+$446K	0.21%	63
2024 Q3	$4.29M	Sell	104,094 -796	-0.8%	-$31.1K	0.21%	63
2024 Q2	$3.88M	Buy	+104,890	New	+$3.79M	0.22%	64

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aviso Financial's PBA Position: Q2 2026 in Review

Aviso Financial reduced its Pembina Pipeline (PBA) stake by 39% in Q2 2026, selling an estimated $924K and leaving 31,386 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #114.

Aviso Financial first reported a position in PBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q1 2025. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Aviso Financial held 31,386 shares of Pembina Pipeline worth $1.45M as of Q2 2026.
Aviso Financial sold 19,951 Pembina Pipeline shares in Q2 2026, an estimated $924K.
Pembina Pipeline made up 0.05% of Aviso Financial's portfolio in Q2 2026, its #114 holding.
Aviso Financial first reported a position in Pembina Pipeline in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Pembina Pipeline position peaked at $5.14M in Q1 2025.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.