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 Q2	$838K	Sell	18,115 -4,653	-20%	-$215K	﹤0.01%	1716
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's PBA Position: Q2 2026 in Review

Focus Partners Wealth reduced its Pembina Pipeline (PBA) stake by 20% in Q2 2026, selling an estimated $215K and leaving 18,115 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Focus Partners Wealth first reported a position in PBA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Focus Partners Wealth held 18,115 shares of Pembina Pipeline worth $838K as of Q2 2026.
Focus Partners Wealth sold 4,653 Pembina Pipeline shares in Q2 2026, an estimated $215K.
Pembina Pipeline made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1716 holding.
Focus Partners Wealth first reported a position in Pembina Pipeline in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Pembina Pipeline position peaked at $1.02M in Q1 2026.
435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.