Fulcrum Asset Management’s Pembina Pipeline PBA Stock Holding History

Fulcrum Asset 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
2026 Q2	$400K	Hold	8,566	–	–	0.04%	311
2026 Q1	$387K	Hold	8,566	–	–	0.06%	141
2025 Q4	$327K	Buy	8,566 +1,134	+15%	+$43.6K	0.09%	109
2025 Q3	$301K	Hold	7,432	–	–	0.08%	108
2025 Q2	$279K	Buy	+7,432	New	+$281K	0.08%	126

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

Fulcrum Asset Management's PBA Position: Q2 2026 in Review

Fulcrum Asset Management held its Pembina Pipeline (PBA) position steady in Q2 2026 at 8,566 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #311.

Fulcrum Asset Management first reported a position in PBA in Q2 2025 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Fulcrum Asset Management held 8,566 shares of Pembina Pipeline worth $400K as of Q2 2026.
Fulcrum Asset Management left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #311 holding.
Fulcrum Asset Management first reported a position in Pembina Pipeline in Q2 2025 and has held it in 5 quarters since.
432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.