Bruce G. Allen Investments’s Pembina Pipeline PBA Stock Holding History

Bruce G. Allen Investments’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	$4.57K	Hold	102	–	–	﹤0.01%	577
2025 Q4	$3.88K	Sell	102 -17	-14%	-$654	﹤0.01%	596
2025 Q3	$4.82K	Hold	119	–	–	﹤0.01%	570
2025 Q2	$4.46K	Hold	119	–	–	﹤0.01%	585
2025 Q1	$4.76K	Buy	119 +48	+68%	+$1.8K	﹤0.01%	573
2024 Q4	$2.62K	Hold	71	–	–	﹤0.01%	664
2024 Q3	$2.93K	Sell	71 -18	-20%	-$704	﹤0.01%	654
2024 Q2	$3.3K	Sell	89 -154	-63%	-$5.57K	﹤0.01%	620
2024 Q1	$8.59K	Sell	243 -18	-7%	-$621	0.01%	499
2023 Q4	$8.98K	Buy	+261	New	+$8.36K	0.01%	498

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