Brian C. Broderick’s Pembina Pipeline PBA Stock Holding History

Brian C. Broderick’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	$1.47M	Buy	32,823 +300	+0.9%	+$12.7K	0.27%	56
2025 Q4	$1.24M	Hold	32,523	–	–	0.23%	52
2025 Q3	$1.32M	Buy	32,523 +800	+3%	+$30.2K	0.25%	55
2025 Q2	$1.19M	Hold	31,723	–	–	0.24%	55
2025 Q1	$1.27M	Sell	31,723 -50	-0.2%	-$1.88K	0.26%	51
2024 Q4	$1.17M	Hold	31,773	–	–	0.23%	52
2024 Q3	$1.31M	Hold	31,773	–	–	0.26%	53
2024 Q2	$1.18M	Buy	31,773 +1,249	+4%	+$45.2K	0.24%	57
2024 Q1	$1.08M	Buy	30,524 +4,400	+17%	+$152K	0.23%	57
2023 Q4	$899K	Buy	26,124 +3,800	+17%	+$122K	0.22%	52
2023 Q3	$671K	Buy	22,324 +423	+2%	+$13K	0.18%	56
2023 Q2	$689K	Hold	21,901	–	–	0.18%	55
2023 Q1	$710K	Hold	21,901	–	–	0.2%	54
2022 Q4	$744K	Hold	21,901	–	–	0.22%	53
2022 Q3	$665K	Sell	21,901 -399	-2%	-$14.2K	0.21%	52
2022 Q2	$788K	Sell	22,300 -128	-0.6%	-$4.93K	0.24%	54
2022 Q1	$844K	Hold	22,428	–	–	0.22%	55
2021 Q4	$680K	Hold	22,428	–	–	0.16%	57
2021 Q3	$711K	Hold	22,428	–	–	0.19%	55
2021 Q2	$712K	Hold	22,428	–	–	0.19%	56
2021 Q1	$646K	Sell	22,428 -100	-0.4%	-$2.78K	0.19%	56
2020 Q4	$533K	Sell	22,528 -1,000	-4%	-$23.5K	0.16%	56
2020 Q3	$499K	Hold	23,528	–	–	0.16%	61
2020 Q2	$588K	Hold	23,528	–	–	0.2%	60
2020 Q1	$443K	Hold	23,528	–	–	0.18%	59
2019 Q4	$872K	Hold	23,528	–	–	0.28%	54
2019 Q3	$873K	Sell	23,528 -75	-0.3%	-$2.78K	0.3%	55
2019 Q2	$878K	Buy	23,603 +350	+2%	+$12.7K	0.31%	54
2019 Q1	$856K	Sell	23,253 -622	-3%	-$22K	0.31%	55
2018 Q4	$709K	Hold	23,875	–	–	0.3%	55
2018 Q3	$812K	Hold	23,875	–	–	0.28%	56
2018 Q2	$827K	Hold	23,875	–	–	0.3%	58
2018 Q1	$745K	Sell	23,875 -4,525	-16%	-$150K	0.28%	60
2017 Q4	$1.03M	Sell	28,400 -1,800	-6%	-$62.3K	0.37%	56
2017 Q3	$1.06M	Sell	30,200 -1,800	-6%	-$60K	0.38%	58
2017 Q2	$1.06M	Hold	32,000	–	–	0.39%	59
2017 Q1	$1.01M	Sell	32,000 -4,875	-13%	-$155K	0.41%	54
2016 Q4	$1.16M	Sell	36,875 -1,200	-3%	-$36.3K	0.5%	51
2016 Q3	$1.16M	Sell	38,075 -2,700	-7%	-$81.3K	0.49%	51
2016 Q2	$1.24M	Sell	40,775 -4,560	-10%	-$133K	0.52%	55
2016 Q1	$1.22M	Sell	45,335 -5,695	-11%	-$133K	0.53%	54
2015 Q4	$1.11M	Sell	51,030 -28,955	-36%	-$695K	0.5%	61
2015 Q3	$1.92M	Sell	79,985 -3,695	-4%	-$103K	0.89%	40
2015 Q2	$2.7M	Sell	83,680 -100	-0.1%	-$3.35K	1.15%	33
2015 Q1	$2.65M	Buy	83,780 +2,025	+2%	+$65.1K	1.1%	34
2014 Q4	$2.98M	Sell	81,755 -1,195	-1%	-$45.3K	1.26%	31
2014 Q3	$3.5M	Sell	82,950 -4,691	-5%	-$207K	1.56%	26
2014 Q2	$3.77M	Buy	87,641 +8,725	+11%	+$350K	1.73%	24
2014 Q1	$3M	Sell	78,916 -550	-0.7%	-$19.4K	1.48%	27
2013 Q4	$2.8M	Sell	79,466 -2,900	-4%	-$95.3K	1.39%	29
2013 Q3	$2.73M	Buy	82,366 +25	+0%	+$785	1.52%	22
2013 Q2	$2.52M	Buy	+82,341	New	+$2.63M	1.51%	23

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Brian C. Broderick's PBA Position: Q1 2026 in Review

Brian C. Broderick increased its Pembina Pipeline (PBA) stake by 0.92% in Q1 2026, buying an estimated $12.7K and bringing the position to 32,823 shares worth $1.47M. The position accounts for 0.27% of the portfolio, ranked #56.

Brian C. Broderick first reported a position in PBA in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.77M in Q2 2014. 429 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

Brian C. Broderick held 32,823 shares of Pembina Pipeline worth $1.47M as of Q1 2026.
Brian C. Broderick bought 300 Pembina Pipeline shares in Q1 2026, an estimated $12.7K.
Pembina Pipeline made up 0.27% of Brian C. Broderick's portfolio in Q1 2026, its #56 holding.
Brian C. Broderick first reported a position in Pembina Pipeline in Q2 2013 and has held it in 52 quarters since.
Brian C. Broderick's Pembina Pipeline position peaked at $3.77M in Q2 2014.
429 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.