Disciplined Investments’s Pembina Pipeline PBA Stock Holding History

Disciplined Investments’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	$231K	Hold	5,000	–	–	0.07%	132
2026 Q1	$224K	Buy	+5,000	New	+$212K	0.08%	128
2025 Q4	–	Sell	-10,000	Closed	-$405K	–	136
2025 Q3	$405K	Sell	10,000 -5,500	-35%	-$208K	0.16%	91
2025 Q2	$581K	Hold	15,500	–	–	0.25%	71
2025 Q1	$620K	Hold	15,500	–	–	0.28%	72
2024 Q4	$573K	Hold	15,500	–	–	0.28%	77
2024 Q3	$639K	Hold	15,500	–	–	0.32%	71
2024 Q2	$575K	Hold	15,500	–	–	0.31%	73
2024 Q1	$548K	Buy	+15,500	New	+$534K	0.3%	73

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

Disciplined Investments's PBA Position: Q2 2026 in Review

Disciplined Investments held its Pembina Pipeline (PBA) position steady in Q2 2026 at 5,000 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #132.

Disciplined Investments first reported a position in PBA in Q1 2024 and has held it in 9 quarters since. The position peaked at $639K in Q3 2024. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Disciplined Investments held 5,000 shares of Pembina Pipeline worth $231K as of Q2 2026.
Disciplined Investments left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up 0.07% of Disciplined Investments's portfolio in Q2 2026, its #132 holding.
Disciplined Investments first reported a position in Pembina Pipeline in Q1 2024 and has held it in 9 quarters since.
Disciplined Investments's Pembina Pipeline position peaked at $639K in Q3 2024.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.