Keudell/Morrison Wealth Management’s Pembina Pipeline PBA Stock Holding History

Keudell/Morrison 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 Q3	$229K	Hold	5,126	–	–	0.04%	230
2026 Q2	$237K	Hold	5,126	–	–	0.04%	231
2026 Q1	$229K	Buy	+5,126	New	+$217K	0.05%	217
2025 Q2	–	Sell	-5,008	Closed	-$200K	–	241
2025 Q1	$200K	Buy	+5,008	New	+$188K	0.05%	211
2024 Q4	–	Sell	-4,951	Closed	-$204K	–	232
2024 Q3	$204K	Buy	+4,951	New	+$194K	0.06%	209

Other funds holding PBA

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Keudell/Morrison Wealth Management's PBA Position: Q3 2026 in Review

Keudell/Morrison Wealth Management held its Pembina Pipeline (PBA) position steady in Q3 2026 at 5,126 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #230.

Keudell/Morrison Wealth Management first reported a position in PBA in Q3 2024 and has held it in 5 quarters since. The position peaked at $237K in Q2 2026. 366 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

Keudell/Morrison Wealth Management held 5,126 shares of Pembina Pipeline worth $229K as of Q3 2026.
Keudell/Morrison Wealth Management left its Pembina Pipeline share count unchanged in Q3 2026.
Pembina Pipeline made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #230 holding.
Keudell/Morrison Wealth Management first reported a position in Pembina Pipeline in Q3 2024 and has held it in 5 quarters since.
Keudell/Morrison Wealth Management's Pembina Pipeline position peaked at $237K in Q2 2026.
366 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.