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Diversified Management’s Pembina Pipeline PBA Stock Holding History

Diversified Management’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 		$779K Buy
+17,465
New +$844K 0.14% 128
2026
Q2 		– Sell
-17,465
Closed -$782K – 242
2026
Q1 		$782K Buy
+17,465
New +$741K 0.13% 145

Other funds holding PBA

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Diversified Management's PBA Position: Q3 2026 in Review

Diversified Management opened a new position in Pembina Pipeline (PBA) in Q3 2026: 17,465 shares worth $779K. The stake represents 0.14% of the portfolio and ranks #128 among its holdings. This is a return to the name: Diversified Management previously reported a position in PBA as recently as Q1 2026.

Diversified Management first reported a position in PBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $782K in Q1 2026. 10 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Diversified Management held 17,465 shares of Pembina Pipeline worth $779K as of Q3 2026.
  • Pembina Pipeline was a new Diversified Management position in Q3 2026.
  • Pembina Pipeline made up 0.14% of Diversified Management's portfolio in Q3 2026, its #128 holding.
  • Diversified Management first reported a position in Pembina Pipeline in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Pembina Pipeline position peaked at $782K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.