Jackson Grant Investment Advisers’s Pembina Pipeline PBA Stock Holding History

Jackson Grant Investment Advisers’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	$20.8K	Hold	450	–	–	0.01%	260
2026 Q1	$20.1K	Hold	450	–	–	0.01%	260
2025 Q4	$17.1K	Hold	450	–	–	0.01%	264
2025 Q3	$18.2K	Hold	450	–	–	0.01%	261
2025 Q2	$16.9K	Hold	450	–	–	0.01%	242
2025 Q1	$18K	Hold	450	–	–	0.01%	229
2024 Q4	$16.6K	Hold	450	–	–	0.01%	239
2024 Q3	$18.6K	Hold	450	–	–	0.01%	237
2024 Q2	$16.7K	Hold	450	–	–	0.01%	243
2024 Q1	$15.9K	Hold	450	–	–	0.01%	237
2023 Q4	$15.5K	Hold	450	–	–	0.01%	232
2023 Q3	$13.5K	Hold	450	–	–	0.01%	242
2023 Q2	$14.1K	Hold	450	–	–	0.01%	241
2023 Q1	$14.6K	Hold	450	–	–	0.01%	278
2022 Q4	$15.3K	Hold	450	–	–	0.01%	274
2022 Q3	$14K	Hold	450	–	–	0.01%	287
2022 Q2	$16K	Hold	450	–	–	0.01%	288
2022 Q1	$17K	Hold	450	–	–	0.01%	302
2021 Q4	$14K	Hold	450	–	–	0.01%	254
2021 Q3	$14K	Hold	450	–	–	0.01%	313
2021 Q2	$14K	Hold	450	–	–	0.01%	329
2021 Q1	$13K	Buy	+450	New	+$12.5K	0.01%	324

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

Jackson Grant Investment Advisers's PBA Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Pembina Pipeline (PBA) position steady in Q2 2026 at 450 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #260.

Jackson Grant Investment Advisers first reported a position in PBA in Q1 2021 and has held it in 22 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Jackson Grant Investment Advisers held 450 shares of Pembina Pipeline worth $20.8K as of Q2 2026.
Jackson Grant Investment Advisers left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #260 holding.
Jackson Grant Investment Advisers first reported a position in Pembina Pipeline in Q1 2021 and has held it in 22 quarters since.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.