IFWM
PBA icon

Institute for Wealth Management’s Pembina Pipeline PBA Stock Holding History

Institute for 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 		$17.3K Buy
+374
New +$17.3K ﹤0.01% 1174
2013
Q3 		– Sell
-925
Closed -$28K – 101
2013
Q2 		$28K Buy
+925
New +$29.5K 0.02% 64

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

Institute for Wealth Management's PBA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pembina Pipeline (PBA) in Q2 2026: 374 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PBA as recently as Q2 2013.

Institute for Wealth Management first reported a position in PBA in Q2 2013 and has held it in 2 quarters since. The position peaked at $28K in Q2 2013. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Institute for Wealth Management held 374 shares of Pembina Pipeline worth $17.3K as of Q2 2026.
  • Pembina Pipeline was a new Institute for Wealth Management position in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1174 holding.
  • Institute for Wealth Management first reported a position in Pembina Pipeline in Q2 2013 and has held it in 2 quarters since.
  • Institute for Wealth Management's Pembina Pipeline position peaked at $28K in Q2 2013.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.