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Flagship Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Flagship 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 		$70.9K Hold
1,534
– – 0.02% 236
2026
Q1 		$57.5K Hold
1,534
– – 0.02% 184
2025
Q4 		$58.4K Hold
1,534
– – 0.02% 207
2025
Q3 		$62.1K Hold
1,534
– – 0.02% 206
2025
Q2 		$57.5K Sell
1,534
-127
-8% -$4.79K 0.02% 199
2025
Q1 		$66.5K Hold
1,661
– – 0.03% 178
2024
Q4 		$61.4K Buy
+1,661
New +$67.7K 0.04% 170

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

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

Flagship Wealth Advisors held its Pembina Pipeline (PBA) position steady in Q2 2026 at 1,534 shares worth $70.9K. The position accounts for 0.02% of the portfolio, ranked #236.

Flagship Wealth Advisors first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Flagship Wealth Advisors held 1,534 shares of Pembina Pipeline worth $70.9K as of Q2 2026.
  • Flagship Wealth Advisors left its Pembina Pipeline share count unchanged in Q2 2026.
  • Pembina Pipeline made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • Flagship Wealth Advisors first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.