Golden State Wealth Management’s Pembina Pipeline PBA Stock Holding History

Golden State Wealth 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	$46.3K	Hold	1,000	–	–	﹤0.01%	744
2026 Q1	$44.8K	Hold	1,000	–	–	﹤0.01%	712
2025 Q4	$38.1K	Hold	1,000	–	–	﹤0.01%	754
2025 Q3	$40.5K	Buy	+1,000	New	+$37.7K	﹤0.01%	724
2020 Q2	–	Sell	-329	Closed	-$6K	–	685
2020 Q1	$6K	Buy	+329	New	+$10.8K	﹤0.01%	713
2019 Q4	–	Sell	-321	Closed	-$12K	–	667
2019 Q3	$12K	Buy	321 +4	+1%	+$148	﹤0.01%	716
2019 Q2	$11K	Buy	317 +3	+1%	+$109	﹤0.01%	734
2019 Q1	$12K	Buy	+314	New	+$11.1K	﹤0.01%	742

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

Golden State Wealth Management's PBA Position: Q2 2026 in Review

Golden State Wealth Management held its Pembina Pipeline (PBA) position steady in Q2 2026 at 1,000 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Golden State Wealth Management first reported a position in PBA in Q1 2019 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Golden State Wealth Management held 1,000 shares of Pembina Pipeline worth $46.3K as of Q2 2026.
Golden State Wealth Management left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #744 holding.
Golden State Wealth Management first reported a position in Pembina Pipeline in Q1 2019 and has held it in 8 quarters since.
432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.