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 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

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

Checchi Capital Advisers's PBA Position: Q2 2026 in Review

Checchi Capital Advisers increased its Pembina Pipeline (PBA) stake by 0.38% in Q2 2026, buying an estimated $1.11K and bringing the position to 6,397 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #485.

Checchi Capital Advisers first reported a position in PBA in Q1 2016 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Checchi Capital Advisers held 6,397 shares of Pembina Pipeline worth $296K as of Q2 2026.
Checchi Capital Advisers bought 24 Pembina Pipeline shares in Q2 2026, an estimated $1.11K.
Pembina Pipeline made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #485 holding.
Checchi Capital Advisers first reported a position in Pembina Pipeline in Q1 2016 and has held it in 17 quarters since.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.