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 Q3	–	Sell	-225	Closed	-$11.4K	–	1234
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	$1.38K	Buy	+39	New	+$1.34K	﹤0.01%	722

Other funds holding PBA

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Cornerstone Planning Group's PBA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Pembina Pipeline (PBA) in Q3 2026, closing a stake of 225 shares — an estimated $11.4K sold.

Cornerstone Planning Group first reported a position in PBA in Q1 2024 and held it in 10 quarters. The position peaked at $11.4K in Q2 2026. 80 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

Cornerstone Planning Group reported no remaining Pembina Pipeline position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 225 Pembina Pipeline shares in Q3 2026, an estimated $11.4K.
Cornerstone Planning Group first reported a position in Pembina Pipeline in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Pembina Pipeline position peaked at $11.4K in Q2 2026.
80 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.