Guardian Partners’s Pembina Pipeline PBA Stock Holding History

Guardian 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	$8.91M	Sell	192,642 -74,244	-28%	-$3.44M	0.8%	38
2026 Q1	$12M	Sell	266,886 -2,251	-0.8%	-$95.5K	1%	32
2025 Q4	$11.3M	Buy	269,137 +21,670	+9%	+$833K	0.91%	32
2025 Q3	$9.9M	Buy	247,467 +5,696	+2%	+$215K	0.84%	40
2025 Q2	$8.84M	Buy	241,771 +1,421	+0.6%	+$53.6K	0.79%	41
2025 Q1	$8.84M	Buy	240,350 +12,371	+5%	+$464K	0.91%	39
2024 Q4	$8.43M	Buy	+227,979	New	+$9.29M	0.86%	44

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

Guardian Partners's PBA Position: Q2 2026 in Review

Guardian Partners reduced its Pembina Pipeline (PBA) stake by 28% in Q2 2026, selling an estimated $3.44M and leaving 192,642 shares worth $8.91M. The position accounts for 0.8% of the portfolio, ranked #38.

Guardian Partners first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q1 2026. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Guardian Partners held 192,642 shares of Pembina Pipeline worth $8.91M as of Q2 2026.
Guardian Partners sold 74,244 Pembina Pipeline shares in Q2 2026, an estimated $3.44M.
Pembina Pipeline made up 0.8% of Guardian Partners's portfolio in Q2 2026, its #38 holding.
Guardian Partners first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Pembina Pipeline position peaked at $12M in Q1 2026.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.