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Lincluden Management’s Pembina Pipeline PBA Stock Holding History

Lincluden 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
Q1 		$45.4M Buy
999,523
+105,360
+12% +$4.47M 4.84% 5
2025
Q4 		$46.8M Sell
894,163
-33,729
-4% -$1.3M 3.97% 9
2025
Q3 		$37.3M Buy
927,892
+68,013
+8% +$2.57M 4.15% 8
2025
Q2 		$32.3M Buy
859,879
+100,472
+13% +$3.79M 3.56% 9
2025
Q1 		$30.4M Sell
759,407
-12,128
-2% -$455K 3.86% 8
2024
Q4 		$28.5M Sell
771,535
-22,011
-3% -$897K 3.45% 10
2024
Q3 		$32.7M Sell
793,546
-23,515
-3% -$919K 3.57% 10
2024
Q2 		$30.3M Sell
817,061
-10,434
-1% -$377K 3.68% 10
2024
Q1 		$29.2M Sell
827,495
-15,758
-2% -$543K 3.46% 11
2023
Q4 		$29M Sell
843,253
-190,344
-18% -$6.1M 3.52% 12
2023
Q3 		$31.1M Sell
1,033,597
-21,625
-2% -$666K 3.76% 12
2023
Q2 		$33.2M Buy
1,055,222
+93,472
+10% +$2.98M 3.82% 11
2023
Q1 		$31.1M Sell
961,750
-55,518
-5% -$1.87M 3.53% 11
2022
Q4 		$34.5M Sell
1,017,268
-32,193
-3% -$1.08M 4.01% 7
2022
Q3 		$31.9M Sell
1,049,461
-72,740
-6% -$2.59M 4.06% 8
2022
Q2 		$39.7M Sell
1,122,201
-64,012
-5% -$2.46M 4.34% 8
2022
Q1 		$44.6M Sell
1,186,213
-69,415
-6% -$2.34M 3.95% 8
2021
Q4 		$38.1M Buy
1,255,628
+150,728
+14% +$4.8M 3.48% 10
2021
Q3 		$36.2M Buy
+1,104,900
New +$34.9M 3.63% 9

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Lincluden Management's PBA Position: Q1 2026 in Review

Lincluden Management increased its Pembina Pipeline (PBA) stake by 12% in Q1 2026, buying an estimated $4.47M and bringing the position to 999,523 shares worth $45.4M. The position accounts for 4.84% of the portfolio, ranked #5.

Lincluden Management first reported a position in PBA in Q3 2021 and has held it in 19 quarters since. The position peaked at $46.8M in Q4 2025. 429 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

  • Lincluden Management held 999,523 shares of Pembina Pipeline worth $45.4M as of Q1 2026.
  • Lincluden Management bought 105,360 Pembina Pipeline shares in Q1 2026, an estimated $4.47M.
  • Pembina Pipeline made up 4.84% of Lincluden Management's portfolio in Q1 2026, its #5 holding.
  • Lincluden Management first reported a position in Pembina Pipeline in Q3 2021 and has held it in 19 quarters since.
  • Lincluden Management's Pembina Pipeline position peaked at $46.8M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.