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 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

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

Keudell/Morrison Wealth Management's PBA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Pembina Pipeline (PBA) position steady in Q2 2026 at 5,126 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #231.

Keudell/Morrison Wealth Management first reported a position in PBA in Q3 2024 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Keudell/Morrison Wealth Management held 5,126 shares of Pembina Pipeline worth $237K as of Q2 2026.
Keudell/Morrison Wealth Management left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #231 holding.
Keudell/Morrison Wealth Management first reported a position in Pembina Pipeline in Q3 2024 and has held it in 4 quarters since.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.