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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Capstone Investment Advisors's PBA Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Pembina Pipeline (PBA) in Q1 2026: 18,286 shares worth $818K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PBA as recently as Q2 2025.

Capstone Investment Advisors first reported a position in PBA in Q1 2024 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

Capstone Investment Advisors held 18,286 shares of Pembina Pipeline worth $818K as of Q1 2026.
Pembina Pipeline was a new Capstone Investment Advisors position in Q1 2026.
Pembina Pipeline made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #927 holding.
Capstone Investment Advisors first reported a position in Pembina Pipeline in Q1 2024 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.