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Edgemoor Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Edgemoor Investment Advisors’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 		$3.97M Sell
85,832
-256
-0.3% -$11.9K 0.27% 57
2026
Q1 		$3.85M Sell
86,088
-402
-0.5% -$17K 0.3% 58
2025
Q4 		$3.29M Sell
86,490
-763
-0.9% -$29.3K 0.26% 58
2025
Q3 		$3.53M Sell
87,253
-167
-0.2% -$6.3K 0.27% 57
2025
Q2 		$3.28M Sell
87,420
-2,449
-3% -$92.4K 0.28% 60
2025
Q1 		$3.6M Sell
89,869
-333
-0.4% -$12.5K 0.33% 58
2024
Q4 		$3.33M Sell
90,202
-4,460
-5% -$182K 0.29% 58
2024
Q3 		$3.9M Sell
94,662
-1,861
-2% -$72.8K 0.34% 58
2024
Q2 		$3.58M Sell
96,523
-3,753
-4% -$136K 0.33% 56
2024
Q1 		$3.54M Sell
100,276
-791
-0.8% -$27.3K 0.34% 57
2023
Q4 		$3.48M Sell
101,067
-4,038
-4% -$129K 0.36% 54
2023
Q3 		$3.16M Sell
105,105
-1,213
-1% -$37.4K 0.37% 56
2023
Q2 		$3.34M Sell
106,318
-562
-0.5% -$17.9K 0.38% 57
2023
Q1 		$3.46M Sell
106,880
-2,368
-2% -$79.9K 0.42% 55
2022
Q4 		$3.71M Sell
109,248
-2,566
-2% -$86K 0.46% 51
2022
Q3 		$3.4M Sell
111,814
-489
-0.4% -$17.4K 0.45% 53
2022
Q2 		$3.97M Sell
112,303
-289
-0.3% -$11.1K 0.5% 54
2022
Q1 		$4.23M Sell
112,592
-250
-0.2% -$8.44K 0.45% 56
2021
Q4 		$3.42M Sell
112,842
-515
-0.5% -$16.4K 0.35% 57
2021
Q3 		$3.59M Sell
113,357
-12,505
-10% -$394K 0.41% 54
2021
Q2 		$4M Hold
125,862
– – 0.37% 54
2021
Q1 		$3.63M Hold
125,862
– – 0.36% 54
2020
Q4 		$2.98M Sell
125,862
-1
-0% -$24 0.33% 54
2020
Q3 		$2.67M Buy
125,863
+1
+0% +$25 0.33% 57
2020
Q2 		$3.15M Sell
125,862
-735
-0.6% -$17K 0.42% 53
2020
Q1 		$2.38M Sell
126,597
-4,266
-3% -$140K 0.39% 55
2019
Q4 		$4.85M Sell
130,863
-3,286
-2% -$118K 0.55% 55
2019
Q3 		$4.97M Sell
134,149
-652
-0.5% -$24.2K 0.61% 54
2019
Q2 		$5.02M Sell
134,801
-1,547
-1% -$56.3K 0.63% 51
2019
Q1 		$5.01M Sell
136,348
-401
-0.3% -$14.2K 0.66% 46
2018
Q4 		$4.06M Sell
136,749
-155
-0.1% -$5.14K 0.61% 49
2018
Q3 		$4.65M Sell
136,904
-1,171
-0.8% -$40.7K 0.58% 53
2018
Q2 		$4.78M Sell
138,075
-1,962
-1% -$65.6K 0.64% 53
2018
Q1 		$4.37M Sell
140,037
-4,736
-3% -$157K 0.58% 53
2017
Q4 		$5.1M Sell
144,773
-3,074
-2% -$106K 0.64% 50
2017
Q3 		$5.19M Sell
147,847
-754
-0.5% -$25.1K 0.7% 48
2017
Q2 		$4.92M Hold
148,601
– – 0.67% 52
2017
Q1 		$4.71M Sell
148,601
-2,890
-2% -$91.9K 0.67% 53
2016
Q4 		$4.75M Sell
151,491
-5,542
-4% -$167K 0.72% 48
2016
Q3 		$4.78M Hold
157,033
– – 0.74% 52
2016
Q2 		$4.76M Sell
157,033
-361
-0.2% -$10.5K 0.75% 52
2016
Q1 		$4.25M Sell
157,394
-3,618
-2% -$84.4K 0.66% 54
2015
Q4 		$3.5M Sell
161,012
-94
-0.1% -$2.26K 0.53% 62
2015
Q3 		$3.87M Sell
161,106
-850
-0.5% -$23.8K 0.59% 58
2015
Q2 		$5.23M Sell
161,956
-2,537
-2% -$84.9K 0.76% 45
2015
Q1 		$5.21M Buy
164,493
+990
+0.6% +$31.8K 0.74% 47
2014
Q4 		$5.95M Sell
163,503
-1,822
-1% -$69.1K 0.87% 44
2014
Q3 		$6.97M Buy
165,325
+587
+0.4% +$25.9K 1.02% 43
2014
Q2 		$7.08M Sell
164,738
-500
-0.3% -$20K 1.04% 42
2014
Q1 		$6.29M Sell
165,238
-200
-0.1% -$7.06K 0.99% 40
2013
Q4 		$5.83M Sell
165,438
-2,979
-2% -$97.9K 0.92% 42
2013
Q3 		$5.58M Sell
168,417
-1,864
-1% -$58.6K 0.97% 40
2013
Q2 		$5.21M Buy
+170,281
New +$5.44M 0.92% 41

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgemoor Investment Advisors's PBA Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Pembina Pipeline (PBA) stake by 0.3% in Q2 2026, selling an estimated $11.9K and leaving 85,832 shares worth $3.97M. The position accounts for 0.27% of the portfolio, ranked #57.

Edgemoor Investment Advisors first reported a position in PBA in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.08M in Q2 2014. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Edgemoor Investment Advisors held 85,832 shares of Pembina Pipeline worth $3.97M as of Q2 2026.
  • Edgemoor Investment Advisors sold 256 Pembina Pipeline shares in Q2 2026, an estimated $11.9K.
  • Pembina Pipeline made up 0.27% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Edgemoor Investment Advisors first reported a position in Pembina Pipeline in Q2 2013 and has held it in 53 quarters since.
  • Edgemoor Investment Advisors's Pembina Pipeline position peaked at $7.08M in Q2 2014.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.