FFA
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Farther Finance Advisors’s Pembina Pipeline PBA Stock Holding History

Farther Finance 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
Q3 		$251K Buy
5,632
+130
+2% +$6.28K ﹤0.01% 2112
2026
Q2 		$255K Buy
5,502
+25
+0.5% +$1.16K ﹤0.01% 2069
2026
Q1 		$240K Buy
5,477
+120
+2% +$5.09K ﹤0.01% 1896
2025
Q4 		$204K Buy
5,357
+2,092
+64% +$80.5K ﹤0.01% 1901
2025
Q3 		$132K Sell
3,265
-509
-13% -$19.2K ﹤0.01% 1863
2025
Q2 		$142K Buy
3,774
+307
+9% +$11.6K ﹤0.01% 1573
2025
Q1 		$140K Buy
3,467
+2,719
+364% +$102K ﹤0.01% 1381
2024
Q4 		$27.6K Buy
748
+247
+49% +$10.1K ﹤0.01% 1941
2024
Q3 		$20.7K Hold
501
– – ﹤0.01% 2061
2024
Q2 		$18.5K Buy
501
+21
+4% +$759 ﹤0.01% 1805
2024
Q1 		$17K Buy
480
+137
+40% +$4.72K ﹤0.01% 1545
2023
Q4 		$11.8K Buy
+343
New +$11K ﹤0.01% 1543

Other funds holding PBA

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's PBA Position: Q3 2026 in Review

Farther Finance Advisors increased its Pembina Pipeline (PBA) stake by 2.4% in Q3 2026, buying an estimated $6.28K and bringing the position to 5,632 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Farther Finance Advisors first reported a position in PBA in Q4 2023 and has held it in 12 quarters since. The position peaked at $255K in Q2 2026. 10 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Farther Finance Advisors held 5,632 shares of Pembina Pipeline worth $251K as of Q3 2026.
  • Farther Finance Advisors bought 130 Pembina Pipeline shares in Q3 2026, an estimated $6.28K.
  • Pembina Pipeline made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2112 holding.
  • Farther Finance Advisors first reported a position in Pembina Pipeline in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Pembina Pipeline position peaked at $255K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.