Creative Planning’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.42M | Buy |
160,385
+40,919
| +34% | +$1.89M | ﹤0.01% | 1101 |
|
|
2026
Q1 | $5.35M | Buy |
119,466
+11,452
| +11% | +$486K | ﹤0.01% | 1142 |
|
|
2025
Q4 | $4.11M | Buy |
108,014
+13,132
| +14% | +$505K | ﹤0.01% | 1150 |
|
|
2025
Q3 | $3.84M | Buy |
94,882
+17,739
| +23% | +$669K | ﹤0.01% | 1038 |
|
|
2025
Q2 | $2.89M | Sell |
77,143
-8,634
| -10% | -$326K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $3.43M | Buy |
85,777
+5,146
| +6% | +$193K | ﹤0.01% | 872 |
|
|
2024
Q4 | $2.98M | Buy |
80,631
+6,636
| +9% | +$271K | ﹤0.01% | 902 |
|
|
2024
Q3 | $3.05M | Buy |
73,995
+2,419
| +3% | +$94.6K | ﹤0.01% | 852 |
|
|
2024
Q2 | $2.65M | Buy |
71,576
+6,356
| +10% | +$230K | ﹤0.01% | 867 |
|
|
2024
Q1 | $2.3M | Buy |
65,220
+16,806
| +35% | +$579K | ﹤0.01% | 913 |
|
|
2023
Q4 | $1.67M | Buy |
48,414
+18,884
| +64% | +$605K | ﹤0.01% | 986 |
|
|
2023
Q3 | $888K | Buy |
29,530
+1,026
| +4% | +$31.6K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $896K | Buy |
28,504
+5,772
| +25% | +$184K | ﹤0.01% | 1188 |
|
|
2023
Q1 | $737K | Buy |
22,732
+1,989
| +10% | +$67.1K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $704K | Buy |
20,743
+3,370
| +19% | +$113K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $528K | Sell |
17,373
-281
| -2% | -$10K | ﹤0.01% | 1304 |
|
|
2022
Q2 | $624K | Sell |
17,654
-718
| -4% | -$27.6K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $691K | Sell |
18,372
-150
| -0.8% | -$5.07K | ﹤0.01% | 1162 |
|
|
2021
Q4 | $562K | Sell |
18,522
-577
| -3% | -$18.4K | ﹤0.01% | 1244 |
|
|
2021
Q3 | $605K | Buy |
19,099
+2,720
| +17% | +$85.8K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $520K | Sell |
16,379
-7,625
| -32% | -$239K | ﹤0.01% | 1257 |
|
|
2021
Q1 | $692K | Sell |
24,004
-826
| -3% | -$23K | ﹤0.01% | 1231 |
|
|
2020
Q4 | $587K | Buy |
24,830
+235
| +1% | +$5.52K | ﹤0.01% | 1224 |
|
|
2020
Q3 | $522K | Sell |
24,595
-256
| -1% | -$6.29K | ﹤0.01% | 1118 |
|
|
2020
Q2 | $621K | Sell |
24,851
-10,103
| -29% | -$234K | ﹤0.01% | 934 |
|
|
2020
Q1 | $657K | Sell |
34,954
-3,780
| -10% | -$124K | ﹤0.01% | 817 |
|
|
2019
Q4 | $1.44M | Buy |
38,734
+11,304
| +41% | +$404K | ﹤0.01% | 642 |
|
|
2019
Q3 | $1.02M | Sell |
27,430
-8,476
| -24% | -$314K | ﹤0.01% | 750 |
|
|
2019
Q2 | $1.34M | Sell |
35,906
-4,885
| -12% | -$178K | ﹤0.01% | 645 |
|
|
2019
Q1 | $1.5M | Sell |
40,791
-4,789
| -11% | -$170K | 0.01% | 572 |
|
|
2018
Q4 | $1.35M | Buy |
45,580
+1,502
| +3% | +$49.8K | 0.01% | 543 |
|
|
2018
Q3 | $1.5M | Sell |
44,078
-3,784
| -8% | -$131K | 0.01% | 574 |
|
|
2018
Q2 | $1.66M | Sell |
47,862
-287
| -0.6% | -$9.59K | 0.01% | 526 |
|
|
2018
Q1 | $1.5M | Buy |
48,149
+6,762
| +16% | +$224K | 0.01% | 546 |
|
|
2017
Q4 | $1.5M | Sell |
41,387
-9,669
| -19% | -$334K | 0.01% | 542 |
|
|
2017
Q3 | $1.79M | Buy |
51,056
+541
| +1% | +$18K | 0.01% | 501 |
|
|
2017
Q2 | $1.67M | Buy |
50,515
+2,495
| +5% | +$80.8K | 0.01% | 494 |
|
|
2017
Q1 | $1.52M | Sell |
48,020
-7,176
| -13% | -$228K | 0.01% | 520 |
|
|
2016
Q4 | $1.73M | Buy |
55,196
+5,892
| +12% | +$178K | 0.01% | 443 |
|
|
2016
Q3 | $1.5M | Buy |
49,304
+6,098
| +14% | +$184K | 0.01% | 462 |
|
|
2016
Q2 | $1.31M | Buy |
43,206
+757
| +2% | +$22.1K | 0.01% | 444 |
|
|
2016
Q1 | $1.15M | Sell |
42,449
-3,482
| -8% | -$81.2K | 0.01% | 457 |
|
|
2015
Q4 | $999K | Buy |
45,931
+37
| +0.1% | +$888 | 0.01% | 509 |
|
|
2015
Q3 | $1.1M | Sell |
45,894
-1,331
| -3% | -$37.2K | 0.01% | 446 |
|
|
2015
Q2 | $1.52M | Sell |
47,225
-2,773
| -6% | -$92.8K | 0.01% | 361 |
|
|
2015
Q1 | $1.58M | Buy |
49,998
+1,811
| +4% | +$58.3K | 0.01% | 333 |
|
|
2014
Q4 | $1.75M | Sell |
48,187
-16,184
| -25% | -$614K | 0.02% | 303 |
|
|
2014
Q3 | $2.71M | Buy |
64,371
+1,982
| +3% | +$87.3K | 0.03% | 194 |
|
|
2014
Q2 | $2.68M | Buy |
62,389
+4,959
| +9% | +$199K | 0.03% | 186 |
|
|
2014
Q1 | $2.19M | Buy |
57,430
+3,443
| +6% | +$122K | 0.03% | 188 |
|
|
2013
Q4 | $1.9M | Buy |
53,987
+9,100
| +20% | +$299K | 0.03% | 190 |
|
|
2013
Q3 | $1.49M | Sell |
44,887
-4,798
| -10% | -$151K | 0.03% | 194 |
|
|
2013
Q2 | $1.52M | Buy |
+49,685
| New | +$1.59M | 0.04% | 171 |
|
Other funds holding PBA
Creative Planning's PBA Position: Q2 2026 in Review
Creative Planning increased its Pembina Pipeline (PBA) stake by 34% in Q2 2026, buying an estimated $1.89M and bringing the position to 160,385 shares worth $7.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1101.
Creative Planning first reported a position in PBA in Q2 2013 and has held it in 53 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.
- Creative Planning held 160,385 shares of Pembina Pipeline worth $7.42M as of Q2 2026.
- Creative Planning bought 40,919 Pembina Pipeline shares in Q2 2026, an estimated $1.89M.
- Pembina Pipeline made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1101 holding.
- Creative Planning first reported a position in Pembina Pipeline in Q2 2013 and has held it in 53 quarters since.
- 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.