Kovitz Investment Group Partners’s Pembina Pipeline PBA Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-9,145	Closed	-$370K	–	1064
2025 Q3	$370K	Hold	9,145	–	–	﹤0.01%	1127
2025 Q2	$343K	Buy	9,145 +16	+0.2%	+$604	﹤0.01%	1094
2025 Q1	$365K	Buy	9,129 +36	+0.4%	+$1.35K	﹤0.01%	995
2024 Q4	$336K	Sell	9,093 -485	-5%	-$19.8K	﹤0.01%	1011
2024 Q3	$391K	Buy	+9,578	New	+$374K	﹤0.01%	802
2024 Q1	–	Sell	-6,375	Closed	-$219K	–	669
2023 Q4	$219K	Buy	+6,375	New	+$204K	﹤0.01%	393

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Kovitz Investment Group Partners's PBA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Pembina Pipeline (PBA) in Q4 2025, closing a stake of 9,145 shares — an estimated $370K sold.

Kovitz Investment Group Partners first reported a position in PBA in Q4 2023 and held it in 6 quarters. The position peaked at $391K in Q3 2024. 393 funds tracked by Wall St. Rank hold PBA as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Pembina Pipeline position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 9,145 Pembina Pipeline shares in Q4 2025, an estimated $370K.
Kovitz Investment Group Partners first reported a position in Pembina Pipeline in Q4 2023 and held it in 6 quarters.
Kovitz Investment Group Partners's Pembina Pipeline position peaked at $391K in Q3 2024.
393 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.