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Evergreen Capital Management’s Pembina Pipeline PBA Stock Holding History

Evergreen Capital 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
2025
Q2 		– Sell
-5,143
Closed -$206K – 1218
2025
Q1 		$206K Sell
5,143
-567
-10% -$21.3K 0.01% 990
2024
Q4 		$211K Buy
5,710
+36
+0.6% +$1.47K 0.01% 960
2024
Q3 		$234K Buy
+5,674
New +$222K 0.01% 849

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Evergreen Capital Management's PBA Position: Q2 2025 in Review

Evergreen Capital Management sold out of Pembina Pipeline (PBA) in Q2 2025, closing a stake of 5,143 shares — an estimated $206K sold.

Evergreen Capital Management first reported a position in PBA in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 406 funds tracked by Wall St. Rank hold PBA as of Q2 2025.

  • Evergreen Capital Management reported no remaining Pembina Pipeline position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 5,143 Pembina Pipeline shares in Q2 2025, an estimated $206K.
  • Evergreen Capital Management first reported a position in Pembina Pipeline in Q3 2024 and held it in 3 quarters.
  • Evergreen Capital Management's Pembina Pipeline position peaked at $234K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.