Cascade Investment Group’s Pembina Pipeline PBA Stock Holding History

Cascade Investment Group’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	$2.56M	Sell	55,300 -1,534	-3%	-$71K	1.43%	11
2026 Q1	$2.54M	Sell	56,834 -1,001	-2%	-$42.4K	1.67%	8
2025 Q4	$2.2M	Sell	57,835 -1,678	-3%	-$64.5K	1.47%	13
2025 Q3	$2.41M	Sell	59,513 -1,110	-2%	-$41.9K	1.59%	10
2025 Q2	$2.27M	Sell	60,623 -915	-1%	-$34.5K	1.59%	11
2025 Q1	$2.46M	Sell	61,538 -1,700	-3%	-$63.8K	1.89%	9
2024 Q4	$2.34M	Sell	63,238 -905	-1%	-$36.9K	1.67%	10
2024 Q3	$2.65M	Sell	64,143 -125	-0.2%	-$4.89K	1.94%	8
2024 Q2	$2.38M	Sell	64,268 -1,536	-2%	-$55.5K	1.86%	10
2024 Q1	$2.33M	Sell	65,804 -1,944	-3%	-$67K	1.74%	10
2023 Q4	$2.33M	Sell	67,748 -490	-0.7%	-$15.7K	1.88%	10
2023 Q3	$2.05M	Sell	68,238 -1,058	-2%	-$32.6K	1.93%	9
2023 Q2	$2.18M	Sell	69,296 -1,941	-3%	-$62K	1.99%	9
2023 Q1	$2.31M	Sell	71,237 -245	-0.3%	-$8.27K	2.28%	7
2022 Q4	$2.43M	Buy	+71,482	New	+$2.4M	2.53%	5

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

Cascade Investment Group's PBA Position: Q2 2026 in Review

Cascade Investment Group reduced its Pembina Pipeline (PBA) stake by 2.7% in Q2 2026, selling an estimated $71K and leaving 55,300 shares worth $2.56M. The position accounts for 1.43% of the portfolio, ranked #11.

Cascade Investment Group first reported a position in PBA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q3 2024. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Cascade Investment Group held 55,300 shares of Pembina Pipeline worth $2.56M as of Q2 2026.
Cascade Investment Group sold 1,534 Pembina Pipeline shares in Q2 2026, an estimated $71K.
Pembina Pipeline made up 1.43% of Cascade Investment Group's portfolio in Q2 2026, its #11 holding.
Cascade Investment Group first reported a position in Pembina Pipeline in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's Pembina Pipeline position peaked at $2.65M in Q3 2024.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.