Focus Partners Wealth’s Pembina Pipeline PBA Stock Holding History

Focus Partners Wealth’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	$1.02M	Buy	22,768 +1,610	+8%	+$68.3K	﹤0.01%	1614
2025 Q4	$817K	Buy	21,158 +14,748	+230%	+$567K	﹤0.01%	1724
2025 Q3	$259K	Sell	6,410 -1,168	-15%	-$44.1K	﹤0.01%	1923
2025 Q2	$284K	Sell	7,578 -207	-3%	-$7.81K	﹤0.01%	1706
2025 Q1	$312K	Buy	+7,785	New	+$292K	﹤0.01%	1554
2024 Q4	–	Sell	-39,250	Closed	-$61.5K	–	1958
2024 Q3	$61.5K	Buy	+39,250	New	+$1.53M	﹤0.01%	1540

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Focus Partners Wealth's PBA Position: Q1 2026 in Review

Focus Partners Wealth increased its Pembina Pipeline (PBA) stake by 7.6% in Q1 2026, buying an estimated $68.3K and bringing the position to 22,768 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Focus Partners Wealth first reported a position in PBA in Q3 2024 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

Focus Partners Wealth held 22,768 shares of Pembina Pipeline worth $1.02M as of Q1 2026.
Focus Partners Wealth bought 1,610 Pembina Pipeline shares in Q1 2026, an estimated $68.3K.
Pembina Pipeline made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1614 holding.
Focus Partners Wealth first reported a position in Pembina Pipeline in Q3 2024 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.