Laird Norton Wetherby Wealth Management’s Pembina Pipeline PBA Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$255K	Sell	6,298 -358	-5%	-$13.5K	0.01%	806
2025 Q2	$250K	Buy	+6,656	New	+$251K	0.01%	798
2024 Q4	–	Sell	-5,452	Closed	-$225K	–	934
2024 Q3	$225K	Buy	+5,452	New	+$213K	0.01%	826
2024 Q2	–	Sell	-6,629	Closed	-$234K	–	963
2024 Q1	$234K	Buy	6,629 +64	+1%	+$2.21K	0.01%	825
2023 Q4	$226K	Buy	+6,565	New	+$210K	0.01%	820
2023 Q3	–	Sell	-7,558	Closed	-$238K	–	953
2023 Q2	$238K	Buy	+7,558	New	+$241K	0.01%	789

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return