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EverSource Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

EverSource 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 		$130K Sell
2,805
-1,349
-32% -$62.5K ﹤0.01% 1240
2026
Q1 		$186K Buy
4,154
+1,590
+62% +$67.4K 0.01% 1097
2025
Q4 		$97.6K Buy
2,564
+786
+44% +$30.2K ﹤0.01% 1321
2025
Q3 		$71.9K Buy
1,778
+12
+0.7% +$453 ﹤0.01% 1450
2025
Q2 		$66.2K Buy
1,766
+215
+14% +$8.12K ﹤0.01% 1443
2025
Q1 		$62.1K Buy
1,551
+145
+10% +$5.44K ﹤0.01% 1132
2024
Q4 		$52K Sell
1,406
-212
-13% -$8.64K ﹤0.01% 1175
2024
Q3 		$66.7K Sell
1,618
-50
-3% -$1.96K ﹤0.01% 938
2024
Q2 		$64.6K Buy
1,668
+387
+30% +$14K ﹤0.01% 973
2024
Q1 		$45.1K Buy
1,281
+200
+19% +$6.89K ﹤0.01% 1021
2023
Q4 		$37.2K Buy
1,081
+462
+75% +$14.8K ﹤0.01% 1015
2023
Q3 		$18.6K Sell
619
-840
-58% -$25.9K ﹤0.01% 1154
2023
Q2 		$45.9K Buy
1,459
+867
+146% +$27.7K 0.01% 872
2023
Q1 		$19.2K Sell
592
-107
-15% -$3.61K ﹤0.01% 1095
2022
Q4 		$23.7K Hold
699
– – ﹤0.01% 1013
2022
Q3 		$21K Hold
699
– – ﹤0.01% 891
2022
Q2 		$25K Hold
699
– – 0.01% 777
2022
Q1 		$27K Sell
699
-23
-3% -$777 0.01% 603
2021
Q4 		$21K Buy
+722
New +$23K 0.01% 666

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

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

EverSource Wealth Advisors reduced its Pembina Pipeline (PBA) stake by 32% in Q2 2026, selling an estimated $62.5K and leaving 2,805 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

EverSource Wealth Advisors first reported a position in PBA in Q4 2021 and has held it in 19 quarters since. The position peaked at $186K in Q1 2026. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • EverSource Wealth Advisors held 2,805 shares of Pembina Pipeline worth $130K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,349 Pembina Pipeline shares in Q2 2026, an estimated $62.5K.
  • Pembina Pipeline made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1240 holding.
  • EverSource Wealth Advisors first reported a position in Pembina Pipeline in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Pembina Pipeline position peaked at $186K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.