Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pembina Pipeline PBA Stock Holding History

Carson Wealth (CWM LLC)’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 		$215K Sell
4,803
-478
-9% -$20.3K ﹤0.01% 2682
2025
Q4 		$201K Sell
5,281
-13
-0.2% -$500 ﹤0.01% 2577
2025
Q3 		$214K Sell
5,294
-115
-2% -$4.34K ﹤0.01% 2390
2025
Q2 		$203K Buy
5,409
+143
+3% +$5.4K ﹤0.01% 2158
2025
Q1 		$211K Sell
5,266
-2,553
-33% -$95.8K ﹤0.01% 1892
2024
Q4 		$289K Sell
7,819
-55
-0.7% -$2.24K ﹤0.01% 1617
2024
Q3 		$325K Buy
7,874
+2,198
+39% +$85.9K ﹤0.01% 1501
2024
Q2 		$210K Buy
5,676
+2,298
+68% +$83.1K ﹤0.01% 1564
2024
Q1 		$119K Buy
3,378
+362
+12% +$12.5K ﹤0.01% 1774
2023
Q4 		$104K Buy
3,016
+78
+3% +$2.5K ﹤0.01% 1745
2023
Q3 		$88K Buy
2,938
+554
+23% +$17.1K ﹤0.01% 1717
2023
Q2 		$75K Sell
2,384
-865
-27% -$27.6K ﹤0.01% 1725
2023
Q1 		$105K Buy
3,249
+828
+34% +$27.9K ﹤0.01% 1471
2022
Q4 		$82K Buy
2,421
+321
+15% +$10.8K ﹤0.01% 1473
2022
Q3 		$64K Buy
2,100
+152
+8% +$5.42K ﹤0.01% 1552
2022
Q2 		$69K Buy
1,948
+182
+10% +$7.01K ﹤0.01% 1475
2022
Q1 		$66K Buy
+1,766
New +$59.6K ﹤0.01% 1483
2019
Q1 		– Sell
-29
Closed -$1K – 3190
2018
Q4 		$1K Sell
29
-37
-56% -$1.23K ﹤0.01% 1960
2018
Q3 		$2K Hold
66
– – ﹤0.01% 1545
2018
Q2 		$2K Buy
+66
New +$2.21K ﹤0.01% 1403
2018
Q1 		– Sell
-478
Closed -$17K – 1510
2017
Q4 		$17K Sell
478
-74
-13% -$2.56K ﹤0.01% 734
2017
Q3 		$19K Buy
+552
New +$18.4K ﹤0.01% 717
2016
Q1 		– Sell
-420
Closed -$9K – 795
2015
Q4 		$9K Sell
420
-430
-51% -$10.3K ﹤0.01% 479
2015
Q3 		$20K Buy
+850
New +$23.8K ﹤0.01% 369
2014
Q1 		– Sell
-1,506
Closed -$53K – 390
2013
Q4 		$53K Buy
+1,506
New +$49.5K 0.01% 255

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PBA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pembina Pipeline (PBA) stake by 9.1% in Q1 2026, selling an estimated $20.3K and leaving 4,803 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Carson Wealth (CWM LLC) first reported a position in PBA in Q4 2013 and has held it in 25 quarters since. The position peaked at $325K in Q3 2024. 434 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,803 shares of Pembina Pipeline worth $215K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 478 Pembina Pipeline shares in Q1 2026, an estimated $20.3K.
  • Pembina Pipeline made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2682 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pembina Pipeline in Q4 2013 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Pembina Pipeline position peaked at $325K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.