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Beverly Hills Private Wealth’s Pembina Pipeline PBA Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-6,747
Closed -$302K – 335
2026
Q1 		$302K Buy
6,747
+841
+14% +$35.7K 0.05% 269
2025
Q4 		$225K Buy
5,906
+671
+13% +$25.8K 0.04% 300
2025
Q3 		$212K Sell
5,235
-256
-5% -$9.66K 0.04% 318
2025
Q2 		$206K Sell
5,491
-451
-8% -$17K 0.04% 322
2025
Q1 		$238K Buy
5,942
+138
+2% +$5.18K 0.05% 308
2024
Q4 		$214K Sell
5,804
-365
-6% -$14.9K 0.04% 311
2024
Q3 		$254K Sell
6,169
-870
-12% -$34K 0.05% 293
2024
Q2 		$261K Buy
7,039
+635
+10% +$23K 0.06% 292
2024
Q1 		$226K Sell
6,404
-12
-0.2% -$414 0.05% 319
2023
Q4 		$221K Buy
+6,416
New +$206K 0.06% 305
2023
Q3 		– Sell
-10,712
Closed -$330K – 319
2023
Q2 		$330K Buy
+10,712
New +$342K 0.05% 278

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

Beverly Hills Private Wealth's PBA Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Pembina Pipeline (PBA) in Q2 2026, closing a stake of 6,747 shares — an estimated $302K sold.

Beverly Hills Private Wealth first reported a position in PBA in Q2 2023 and held it in 11 quarters. The position peaked at $330K in Q2 2023. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Pembina Pipeline position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,747 Pembina Pipeline shares in Q2 2026, an estimated $302K.
  • Beverly Hills Private Wealth first reported a position in Pembina Pipeline in Q2 2023 and held it in 11 quarters.
  • Beverly Hills Private Wealth's Pembina Pipeline position peaked at $330K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.