Cerity Partners
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Cerity Partners’s Pembina Pipeline PBA Stock Holding History

Cerity Partners’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
Q3 		$1.83M Sell
40,952
-5,093
-11% -$246K ﹤0.01% 1683
2026
Q2 		$2.13M Buy
46,045
+3,094
+7% +$143K ﹤0.01% 1557
2026
Q1 		$1.92M Buy
42,951
+4,864
+13% +$206K ﹤0.01% 1515
2025
Q4 		$1.45M Sell
38,087
-8,709
-19% -$335K ﹤0.01% 1519
2025
Q3 		$1.89M Sell
46,796
-1,905
-4% -$71.9K ﹤0.01% 1318
2025
Q2 		$1.83M Sell
48,701
-2,135
-4% -$80.6K ﹤0.01% 1261
2025
Q1 		$2.03M Buy
50,836
+24,075
+90% +$903K ﹤0.01% 1123
2024
Q4 		$1.04M Sell
26,761
-5,425
-17% -$221K ﹤0.01% 1387
2024
Q3 		$1.33M Buy
32,186
+12,081
+60% +$472K ﹤0.01% 1275
2024
Q2 		$745K Sell
20,105
-11,326
-36% -$409K ﹤0.01% 1361
2024
Q1 		$1.11M Buy
31,431
+14,191
+82% +$489K ﹤0.01% 1229
2023
Q4 		$593K Buy
17,240
+6,333
+58% +$203K ﹤0.01% 1199
2023
Q3 		$328K Sell
10,907
-4,000
-27% -$123K ﹤0.01% 1120
2023
Q2 		$469K Sell
14,907
-516
-3% -$16.5K ﹤0.01% 1210
2023
Q1 		$500K Buy
15,423
+2,371
+18% +$80K ﹤0.01% 1287
2022
Q4 		$443K Sell
13,052
-1,884
-13% -$63.2K ﹤0.01% 987
2022
Q3 		$454K Buy
14,936
+2,013
+16% +$71.8K 0.01% 745
2022
Q2 		$457K Buy
+12,923
New +$498K 0.01% 769
2022
Q1 		– Sell
-10,244
Closed -$309K – 1063
2021
Q4 		$309K Buy
+10,244
New +$326K ﹤0.01% 757
2018
Q2 		– Sell
-22,967
Closed -$717K – 576
2018
Q1 		$717K Sell
22,967
-60
-0.3% -$1.99K 0.05% 275
2017
Q4 		$833K Buy
23,027
+60
+0.3% +$2.08K 0.06% 260
2017
Q3 		$806K Sell
22,967
-48,854
-68% -$1.63M 0.06% 260
2017
Q2 		$177K Buy
71,821
+48,910
+213% +$1.58M 0.01% 336
2017
Q1 		$727K Buy
+22,911
New +$728K 0.06% 218

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Cerity Partners's PBA Position: Q3 2026 in Review

Cerity Partners reduced its Pembina Pipeline (PBA) stake by 11% in Q3 2026, selling an estimated $246K and leaving 40,952 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Cerity Partners first reported a position in PBA in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.13M in Q2 2026. 366 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Cerity Partners held 40,952 shares of Pembina Pipeline worth $1.83M as of Q3 2026.
  • Cerity Partners sold 5,093 Pembina Pipeline shares in Q3 2026, an estimated $246K.
  • Pembina Pipeline made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #1683 holding.
  • Cerity Partners first reported a position in Pembina Pipeline in Q1 2017 and has held it in 24 quarters since.
  • Cerity Partners's Pembina Pipeline position peaked at $2.13M in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.