Larson Financial Group’s Pembina Pipeline PBA Stock Holding History

Larson Financial Group’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	$71.3K	Sell	1,541 -85	-5%	-$3.94K	﹤0.01%	1357
2026 Q1	$72.8K	Buy	1,626 +52	+3%	+$2.21K	﹤0.01%	1150
2025 Q4	$59.9K	Buy	1,574 +515	+49%	+$19.8K	﹤0.01%	1149
2025 Q3	$42.8K	Buy	1,059 +259	+32%	+$9.77K	﹤0.01%	1227
2025 Q2	$30K	Sell	800 -541	-40%	-$20.4K	﹤0.01%	1292
2025 Q1	$53.7K	Buy	1,341 +467	+53%	+$17.5K	﹤0.01%	999
2024 Q4	$32.3K	Sell	874 -467	-35%	-$19K	﹤0.01%	1047
2024 Q3	$55.3K	Buy	1,341 +541	+68%	+$21.2K	﹤0.01%	878
2024 Q2	$29.7K	Hold	800	–	–	﹤0.01%	948
2024 Q1	$28.3K	Hold	800	–	–	﹤0.01%	817
2023 Q4	$27.5K	Hold	800	–	–	﹤0.01%	776
2023 Q3	$24K	Hold	800	–	–	﹤0.01%	769
2023 Q2	$25.2K	Hold	800	–	–	﹤0.01%	678
2023 Q1	$25.9K	Hold	800	–	–	﹤0.01%	679
2022 Q4	$27.2K	Hold	800	–	–	﹤0.01%	631
2022 Q3	$24K	Buy	+800	New	+$28.5K	﹤0.01%	595

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

Larson Financial Group's PBA Position: Q2 2026 in Review

Larson Financial Group reduced its Pembina Pipeline (PBA) stake by 5.2% in Q2 2026, selling an estimated $3.94K and leaving 1,541 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Larson Financial Group first reported a position in PBA in Q3 2022 and has held it in 16 quarters since. The position peaked at $72.8K in Q1 2026. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Larson Financial Group held 1,541 shares of Pembina Pipeline worth $71.3K as of Q2 2026.
Larson Financial Group sold 85 Pembina Pipeline shares in Q2 2026, an estimated $3.94K.
Pembina Pipeline made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1357 holding.
Larson Financial Group first reported a position in Pembina Pipeline in Q3 2022 and has held it in 16 quarters since.
Larson Financial Group's Pembina Pipeline position peaked at $72.8K in Q1 2026.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.