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EP Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

EP Wealth 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 		$319K Buy
6,908
+1,632
+31% +$75.6K ﹤0.01% 1254
2026
Q1 		$236K Buy
+5,276
New +$224K ﹤0.01% 1311

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

EP Wealth Advisors's PBA Position: Q2 2026 in Review

EP Wealth Advisors increased its Pembina Pipeline (PBA) stake by 31% in Q2 2026, buying an estimated $75.6K and bringing the position to 6,908 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

EP Wealth Advisors first reported a position in PBA in Q1 2026 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • EP Wealth Advisors held 6,908 shares of Pembina Pipeline worth $319K as of Q2 2026.
  • EP Wealth Advisors bought 1,632 Pembina Pipeline shares in Q2 2026, an estimated $75.6K.
  • Pembina Pipeline made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1254 holding.
  • EP Wealth Advisors first reported a position in Pembina Pipeline in Q1 2026 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.