Forum Financial Management’s Pembina Pipeline PBA Stock Holding History

Forum Financial Management’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
2025 Q2	–	Sell	-11,318	Closed	-$453K	–	977
2025 Q1	$453K	Hold	11,318	–	–	0.01%	411
2024 Q4	$418K	Hold	11,318	–	–	0.01%	452
2024 Q3	$467K	Hold	11,318	–	–	0.01%	355
2024 Q2	$420K	Hold	11,318	–	–	0.01%	361
2024 Q1	$400K	Hold	11,318	–	–	0.01%	400
2023 Q4	$390K	Hold	11,318	–	–	0.01%	368
2023 Q3	$340K	Sell	11,318 -1,370	-11%	-$42.2K	0.01%	386
2023 Q2	$399K	Buy	12,688 +1,370	+12%	+$43.7K	0.01%	348
2023 Q1	$367K	Hold	11,318	–	–	0.01%	343
2022 Q4	$384K	Hold	11,318	–	–	0.01%	320
2022 Q3	$344K	Hold	11,318	–	–	0.02%	309
2022 Q2	$400K	Hold	11,318	–	–	0.02%	279
2022 Q1	$425K	Hold	11,318	–	–	0.02%	280
2021 Q4	$343K	Buy	+11,318	New	+$361K	0.02%	352

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Forum Financial Management's PBA Position: Q2 2025 in Review

Forum Financial Management sold out of Pembina Pipeline (PBA) in Q2 2025, closing a stake of 11,318 shares — an estimated $453K sold.

Forum Financial Management first reported a position in PBA in Q4 2021 and held it in 14 quarters. The position peaked at $467K in Q3 2024. 406 funds tracked by Wall St. Rank hold PBA as of Q2 2025.

Forum Financial Management reported no remaining Pembina Pipeline position as of Q2 2025 after selling out during the quarter.
Forum Financial Management sold 11,318 Pembina Pipeline shares in Q2 2025, an estimated $453K.
Forum Financial Management first reported a position in Pembina Pipeline in Q4 2021 and held it in 14 quarters.
Forum Financial Management's Pembina Pipeline position peaked at $467K in Q3 2024.
406 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.