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 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 $570B AUM 27.57% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Larson Financial Group's PBA Position: Q1 2026 in Review

Larson Financial Group increased its Pembina Pipeline (PBA) stake by 3.3% in Q1 2026, buying an estimated $2.21K and bringing the position to 1,626 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Larson Financial Group first reported a position in PBA in Q3 2022 and has held it in 15 quarters since. 429 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

Larson Financial Group held 1,626 shares of Pembina Pipeline worth $72.8K as of Q1 2026.
Larson Financial Group bought 52 Pembina Pipeline shares in Q1 2026, an estimated $2.21K.
Pembina Pipeline made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1150 holding.
Larson Financial Group first reported a position in Pembina Pipeline in Q3 2022 and has held it in 15 quarters since.
429 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.