Global Retirement Partners’s Pembina Pipeline PBA Stock Holding History

Global Retirement Partners’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	$20.8K	Buy	+449	New	+$20.8K	﹤0.01%	3036
2025 Q4	$39.1K	Buy	1,028 +110	+12%	+$4.23K	﹤0.01%	2499
2025 Q3	$37.1K	Buy	918 +3	+0.3%	+$113	﹤0.01%	2070
2025 Q2	$34.3K	Buy	+915	New	+$34.5K	﹤0.01%	1977
2024 Q4	$22.6K	Hold	612	–	–	﹤0.01%	2023
2024 Q3	$25.2K	Hold	612	–	–	﹤0.01%	1880
2024 Q2	$22.7K	Hold	612	–	–	﹤0.01%	1920
2024 Q1	$21.6K	Hold	612	–	–	﹤0.01%	1772
2023 Q4	$20.8K	Hold	612	–	–	﹤0.01%	1741
2023 Q3	$17.5K	Sell	612 -9	-1%	-$277	﹤0.01%	1703
2023 Q2	$19.5K	Hold	621	–	–	﹤0.01%	1678
2023 Q1	$19.6K	Buy	621 +580	+1,415%	+$19.6K	﹤0.01%	1646
2022 Q4	$1.39K	Hold	41	–	–	﹤0.01%	2487
2022 Q3	$1K	Buy	41 +34	+486%	+$1.21K	﹤0.01%	2541
2022 Q2	$0	Buy	+7	New	+$270	﹤0.01%	2833

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

Global Retirement Partners's PBA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pembina Pipeline (PBA) in Q2 2026: 449 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PBA as recently as Q4 2025.

Global Retirement Partners first reported a position in PBA in Q2 2022 and has held it in 15 quarters since. The position peaked at $39.1K in Q4 2025. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Global Retirement Partners held 449 shares of Pembina Pipeline worth $20.8K as of Q2 2026.
Pembina Pipeline was a new Global Retirement Partners position in Q2 2026.
Pembina Pipeline made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3036 holding.
Global Retirement Partners first reported a position in Pembina Pipeline in Q2 2022 and has held it in 15 quarters since.
Global Retirement Partners's Pembina Pipeline position peaked at $39.1K in Q4 2025.
435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.