Checchi Capital Advisers
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Checchi Capital Advisers’s Pembina Pipeline PBA Stock Holding History

Checchi Capital Advisers’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 		$275K Sell
6,177
-220
-3% -$10.6K 0.01% 504
2026
Q2 		$296K Buy
6,397
+24
+0.4% +$1.11K 0.01% 485
2026
Q1 		$285K Buy
6,373
+112
+2% +$4.75K 0.01% 482
2025
Q4 		$238K Sell
6,261
-462
-7% -$17.8K 0.01% 485
2025
Q3 		$272K Buy
6,723
+432
+7% +$16.3K 0.01% 468
2025
Q2 		$236K Sell
6,291
-732
-10% -$27.6K 0.01% 518
2025
Q1 		$281K Buy
7,023
+564
+9% +$21.2K 0.01% 473
2024
Q4 		$239K Hold
6,459
– – 0.01% 501
2024
Q3 		$266K Hold
6,459
– – 0.01% 471
2024
Q2 		$240K Hold
6,459
– – 0.01% 491
2024
Q1 		$228K Sell
6,459
-80
-1% -$2.76K 0.02% 514
2023
Q4 		$225K Buy
+6,539
New +$210K 0.02% 501
2023
Q2 		– Sell
-6,318
Closed -$205K – 595
2023
Q1 		$205K Hold
6,318
– – 0.02% 525
2022
Q4 		$214K Buy
+6,318
New +$212K 0.02% 501
2022
Q3 		– Sell
-6,183
Closed -$236K – 579
2022
Q2 		$236K Buy
6,183
+463
+8% +$17.8K 0.02% 508
2022
Q1 		$215K Buy
+5,720
New +$193K 0.02% 503
2016
Q3 		– Sell
-1,621
Closed -$49K – 969
2016
Q2 		$49K Buy
1,621
+397
+32% +$11.6K 0.01% 855
2016
Q1 		$33K Buy
+1,224
New +$28.5K 0.01% 966

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Checchi Capital Advisers's PBA Position: Q3 2026 in Review

Checchi Capital Advisers reduced its Pembina Pipeline (PBA) stake by 3.4% in Q3 2026, selling an estimated $10.6K and leaving 6,177 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #504.

Checchi Capital Advisers first reported a position in PBA in Q1 2016 and has held it in 18 quarters since. The position peaked at $296K in Q2 2026. 296 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Checchi Capital Advisers held 6,177 shares of Pembina Pipeline worth $275K as of Q3 2026.
  • Checchi Capital Advisers sold 220 Pembina Pipeline shares in Q3 2026, an estimated $10.6K.
  • Pembina Pipeline made up 0.01% of Checchi Capital Advisers's portfolio in Q3 2026, its #504 holding.
  • Checchi Capital Advisers first reported a position in Pembina Pipeline in Q1 2016 and has held it in 18 quarters since.
  • Checchi Capital Advisers's Pembina Pipeline position peaked at $296K in Q2 2026.
  • 296 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Checchi Capital Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.