BHPW
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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
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 $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
VCM
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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return