IHT Wealth Management’s Pembina Pipeline PBA Stock Holding History

IHT 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	$259K	Buy	5,604 +18	+0.3%	+$833	0.01%	1073
2026 Q1	$250K	Buy	5,586 +14	+0.3%	+$594	0.01%	1079
2025 Q4	$212K	Buy	5,572 +16	+0.3%	+$615	0.01%	1113
2025 Q3	$225K	Buy	5,556 +14	+0.3%	+$528	0.01%	1067
2025 Q2	$208K	Buy	5,542 +14	+0.3%	+$528	0.01%	1077
2025 Q1	$221K	Sell	5,528 -933	-14%	-$35K	0.01%	979
2024 Q4	$239K	Buy	6,461 +207	+3%	+$8.44K	0.01%	942
2024 Q3	$258K	Buy	6,254 +22	+0.4%	+$860	0.01%	973
2024 Q2	$231K	Buy	6,232 +23	+0.4%	+$831	0.01%	894
2024 Q1	$219K	Buy	+6,209	New	+$214K	0.01%	908
2020 Q1	–	Sell	-8,399	Closed	-$311K	–	629
2019 Q4	$311K	Buy	8,399 +2,704	+47%	+$96.7K	0.04%	439
2019 Q3	$211K	Buy	+5,695	New	+$211K	0.03%	538
2018 Q2	–	Sell	-425	Closed	-$13K	–	1068
2018 Q1	$13K	Hold	425	–	–	﹤0.01%	1109
2017 Q4	$15K	Hold	425	–	–	﹤0.01%	1072
2017 Q3	$14K	Buy	+425	New	+$14.2K	0.01%	871

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

IHT Wealth Management's PBA Position: Q2 2026 in Review

IHT Wealth Management increased its Pembina Pipeline (PBA) stake by 0.32% in Q2 2026, buying an estimated $833 and bringing the position to 5,604 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1073.

IHT Wealth Management first reported a position in PBA in Q3 2017 and has held it in 15 quarters since. The position peaked at $311K in Q4 2019. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

IHT Wealth Management held 5,604 shares of Pembina Pipeline worth $259K as of Q2 2026.
IHT Wealth Management bought 18 Pembina Pipeline shares in Q2 2026, an estimated $833.
Pembina Pipeline made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1073 holding.
IHT Wealth Management first reported a position in Pembina Pipeline in Q3 2017 and has held it in 15 quarters since.
IHT Wealth Management's Pembina Pipeline position peaked at $311K in Q4 2019.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.