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Global Wealth Strategies & Associates’s Pembina Pipeline PBA Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-500
Closed -$22.4K – 338
2026
Q1 		$22.4K Hold
500
– – 0.01% 240
2025
Q4 		$19K Buy
+500
New +$19.2K ﹤0.01% 243

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Strategies & Associates's PBA Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Pembina Pipeline (PBA) in Q2 2026, closing a stake of 500 shares — an estimated $22.4K sold.

Global Wealth Strategies & Associates first reported a position in PBA in Q4 2025 and held it in 2 quarters. The position peaked at $22.4K in Q1 2026. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Pembina Pipeline position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 500 Pembina Pipeline shares in Q2 2026, an estimated $22.4K.
  • Global Wealth Strategies & Associates first reported a position in Pembina Pipeline in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Pembina Pipeline position peaked at $22.4K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.