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Greenleaf Trust’s Pembina Pipeline PBA Stock Holding History

Greenleaf Trust’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 		$443K Sell
9,568
-13
-0.1% -$602 ﹤0.01% 547
2026
Q1 		$429K Sell
9,581
-60
-0.6% -$2.54K ﹤0.01% 530
2025
Q4 		$367K Buy
9,641
+228
+2% +$8.77K ﹤0.01% 573
2025
Q3 		$381K Buy
9,413
+737
+8% +$27.8K ﹤0.01% 569
2025
Q2 		$325K Sell
8,676
-18
-0.2% -$679 ﹤0.01% 605
2025
Q1 		$348K Sell
8,694
-778
-8% -$29.2K ﹤0.01% 600
2024
Q4 		$350K Buy
9,472
+850
+10% +$34.7K ﹤0.01% 604
2024
Q3 		$356K Hold
8,622
– – ﹤0.01% 608
2024
Q2 		$320K Buy
+8,622
New +$312K ﹤0.01% 598

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

Greenleaf Trust's PBA Position: Q2 2026 in Review

Greenleaf Trust reduced its Pembina Pipeline (PBA) stake by 0.14% in Q2 2026, selling an estimated $602 and leaving 9,568 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Greenleaf Trust first reported a position in PBA in Q2 2024 and has held it in 9 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Greenleaf Trust held 9,568 shares of Pembina Pipeline worth $443K as of Q2 2026.
  • Greenleaf Trust sold 13 Pembina Pipeline shares in Q2 2026, an estimated $602.
  • Pembina Pipeline made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #547 holding.
  • Greenleaf Trust first reported a position in Pembina Pipeline in Q2 2024 and has held it in 9 quarters since.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.