EWA
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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
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 $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return