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Financial Gravity Companies’s Pembina Pipeline PBA Stock Holding History

Financial Gravity Companies’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 		$5.32K Buy
+115
New +$5.32K ﹤0.01% 672
2018
Q4 		$0 Buy
+10
New +$332 ﹤0.01% 1478
2018
Q1 		$2K Buy
50
+23
+85% +$762 ﹤0.01% 987
2017
Q4 		$1K Buy
+27
New +$934 ﹤0.01% 1185

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

Financial Gravity Companies's PBA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Pembina Pipeline (PBA) in Q2 2026: 115 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PBA as recently as Q4 2018.

Financial Gravity Companies first reported a position in PBA in Q4 2017 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Financial Gravity Companies held 115 shares of Pembina Pipeline worth $5.32K as of Q2 2026.
  • Pembina Pipeline was a new Financial Gravity Companies position in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #672 holding.
  • Financial Gravity Companies first reported a position in Pembina Pipeline in Q4 2017 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.