Cornerstone Planning Group’s Pembina Pipeline PBA Stock Holding History

Cornerstone Planning 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	$11.4K	Buy	225 +41	+22%	+$1.9K	﹤0.01%	854
2026 Q1	$8.52K	Buy	184 +32	+21%	+$1.36K	﹤0.01%	947
2025 Q4	$6.33K	Buy	152 +69	+83%	+$2.65K	﹤0.01%	915
2025 Q3	$1.38K	Sell	83 -14	-14%	-$528	﹤0.01%	1236
2025 Q2	$3.62K	Buy	97 +10	+11%	+$377	﹤0.01%	799
2025 Q1	$3.31K	Sell	87 -22	-20%	-$825	﹤0.01%	842
2024 Q4	$4K	Buy	109 +22	+25%	+$897	﹤0.01%	627
2024 Q3	$3.64K	Buy	87 +7	+9%	+$274	﹤0.01%	644
2024 Q2	$3.02K	Buy	80 +41	+105%	+$1.48K	﹤0.01%	679
2024 Q1	$1.39K	Buy	+39	New	+$1.34K	﹤0.01%	722

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

Cornerstone Planning Group's PBA Position: Q2 2026 in Review

Cornerstone Planning Group increased its Pembina Pipeline (PBA) stake by 22% in Q2 2026, buying an estimated $1.9K and bringing the position to 225 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Cornerstone Planning Group first reported a position in PBA in Q1 2024 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Cornerstone Planning Group held 225 shares of Pembina Pipeline worth $11.4K as of Q2 2026.
Cornerstone Planning Group bought 41 Pembina Pipeline shares in Q2 2026, an estimated $1.9K.
Pembina Pipeline made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #854 holding.
Cornerstone Planning Group first reported a position in Pembina Pipeline in Q1 2024 and has held it in 10 quarters since.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.