Bell Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Bell Investment 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 Q1	$6.31K	Hold	141	–	–	﹤0.01%	867
2025 Q4	$5.37K	Hold	141	–	–	﹤0.01%	945
2025 Q3	$5.71K	Buy	141 +14	+11%	+$528	﹤0.01%	864
2025 Q2	$4.76K	Sell	127 -32	-20%	-$1.21K	﹤0.01%	999
2025 Q1	$6.37K	Buy	159 +51	+47%	+$1.91K	﹤0.01%	801
2024 Q4	$3.99K	Hold	108	–	–	﹤0.01%	1029
2024 Q3	$4.45K	Hold	108	–	–	﹤0.01%	995
2024 Q2	$4K	Hold	108	–	–	﹤0.01%	1038
2024 Q1	$3.82K	Buy	108 +14	+15%	+$483	﹤0.01%	1056
2023 Q4	$3.24K	Buy	94 +78	+488%	+$2.5K	﹤0.01%	1115
2023 Q3	$481	Buy	+16	New	+$493	﹤0.01%	1812
2022 Q3	–	Sell	-16	Closed	-$1K	–	1893
2022 Q2	$1K	Buy	+16	New	+$616	﹤0.01%	1533
2021 Q4	–	Sell	-32	Closed	-$1K	–	1906
2021 Q3	$1K	Buy	+32	New	+$1.01K	﹤0.01%	1509

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