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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Pembina Pipeline PBA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.94K Hold
42
– – ﹤0.01% 500
2026
Q1 		$1.88K Hold
42
– – ﹤0.01% 468
2025
Q4 		$1.6K Buy
+42
New +$1.61K ﹤0.01% 482

Other funds holding PBA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PBA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Pembina Pipeline (PBA) position steady in Q2 2026 at 42 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PBA in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 42 shares of Pembina Pipeline worth $1.94K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Pembina Pipeline share count unchanged in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #500 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Pembina Pipeline in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.