Jones Financial Companies
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Jones Financial Companies’s Pembina Pipeline PBA Stock Holding History

Jones Financial Companies’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
Q1 		$1.44M Buy
31,394
+441
+1% +$18.7K ﹤0.01% 1575
2025
Q4 		$1.18M Sell
30,953
-1,549
-5% -$59.6K ﹤0.01% 1165
2025
Q3 		$1.3M Buy
32,502
+3,149
+11% +$119K ﹤0.01% 1027
2025
Q2 		$1.09M Buy
29,353
+2,512
+9% +$94.8K ﹤0.01% 975
2025
Q1 		$1.07M Buy
26,841
+2,694
+11% +$101K ﹤0.01% 829
2024
Q4 		$892K Buy
24,147
+4,806
+25% +$196K ﹤0.01% 782
2024
Q3 		$796K Buy
19,341
+5,284
+38% +$207K ﹤0.01% 672
2024
Q2 		$521K Buy
+14,057
New +$508K ﹤0.01% 556
2013
Q3 		– Sell
-535
Closed -$16K – 809
2013
Q2 		$16K Buy
+535
New +$17.1K ﹤0.01% 510

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return