Capstone Investment Advisors
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Capstone Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Capstone 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
Q2 		– Sell
-18,286
Closed -$818K – 1851
2026
Q1 		$818K Buy
+18,286
New +$775K ﹤0.01% 927
2025
Q3 		– Sell
-15,233
Closed -$571K – 2021
2025
Q2 		$571K Buy
+15,233
New +$575K ﹤0.01% 1077
2024
Q3 		– Sell
-13,219
Closed -$490K – 2122
2024
Q2 		$490K Buy
13,219
+4,510
+52% +$163K ﹤0.01% 1319
2024
Q1 		$308K Buy
+8,709
New +$300K ﹤0.01% 1825

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

Capstone Investment Advisors's PBA Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Pembina Pipeline (PBA) in Q2 2026, closing a stake of 18,286 shares — an estimated $818K sold.

Capstone Investment Advisors first reported a position in PBA in Q1 2024 and held it in 4 quarters. The position peaked at $818K in Q1 2026. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Pembina Pipeline position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,286 Pembina Pipeline shares in Q2 2026, an estimated $818K.
  • Capstone Investment Advisors first reported a position in Pembina Pipeline in Q1 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's Pembina Pipeline position peaked at $818K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.