Cardinal Point Capital Management’s Pembina Pipeline PBA Stock Holding History

Cardinal Point Capital Management’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	$1.12M	Sell	24,316 -200	-0.8%	-$9.26K	0.06%	122
2026 Q1	$1.1M	Buy	24,516 +640	+3%	+$27.1K	0.07%	114
2025 Q4	$911K	Sell	23,876 -500	-2%	-$19.2K	0.06%	118
2025 Q3	$985K	Buy	24,376 +450	+2%	+$17K	0.07%	113
2025 Q2	$897K	Buy	23,926 +400	+2%	+$15.1K	0.07%	108
2025 Q1	$942K	Buy	+23,526	New	+$883K	0.09%	88

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cardinal Point Capital Management's PBA Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Pembina Pipeline (PBA) stake by 0.82% in Q2 2026, selling an estimated $9.26K and leaving 24,316 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #122.

Cardinal Point Capital Management first reported a position in PBA in Q1 2025 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Cardinal Point Capital Management held 24,316 shares of Pembina Pipeline worth $1.12M as of Q2 2026.
Cardinal Point Capital Management sold 200 Pembina Pipeline shares in Q2 2026, an estimated $9.26K.
Pembina Pipeline made up 0.06% of Cardinal Point Capital Management's portfolio in Q2 2026, its #122 holding.
Cardinal Point Capital Management first reported a position in Pembina Pipeline in Q1 2025 and has held it in 6 quarters since.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.