Beacon Pointe Advisors’s Pembina Pipeline PBA Stock Holding History

Beacon Pointe Advisors’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	$339K	Buy	7,323 +970	+15%	+$44.9K	﹤0.01%	1540
2026 Q1	$284K	Sell	6,353 -1,906	-23%	-$80.8K	﹤0.01%	1569
2025 Q4	$314K	Buy	+8,259	New	+$318K	﹤0.01%	1243
2025 Q2	–	Sell	-5,065	Closed	-$203K	–	1278
2025 Q1	$203K	Buy	+5,065	New	+$190K	﹤0.01%	1153

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

Beacon Pointe Advisors's PBA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Pembina Pipeline (PBA) stake by 15% in Q2 2026, buying an estimated $44.9K and bringing the position to 7,323 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Beacon Pointe Advisors first reported a position in PBA in Q1 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Beacon Pointe Advisors held 7,323 shares of Pembina Pipeline worth $339K as of Q2 2026.
Beacon Pointe Advisors bought 970 Pembina Pipeline shares in Q2 2026, an estimated $44.9K.
Pembina Pipeline made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1540 holding.
Beacon Pointe Advisors first reported a position in Pembina Pipeline in Q1 2025 and has held it in 4 quarters since.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.