Marco Investment Management’s Pembina Pipeline PBA Stock Holding History

Marco Investment 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	$249K	Hold	5,570	–	–	0.02%	205
2025 Q4	$212K	Hold	5,570	–	–	0.02%	219
2025 Q3	$225K	Hold	5,570	–	–	0.02%	206
2025 Q2	$209K	Hold	5,570	–	–	0.02%	210
2025 Q1	$223K	Hold	5,570	–	–	0.02%	197
2024 Q4	$206K	Hold	5,570	–	–	0.02%	210
2024 Q3	$230K	Hold	5,570	–	–	0.02%	207
2024 Q2	$207K	Buy	+5,570	New	+$201K	0.02%	202
2022 Q2	–	Sell	-5,570	Closed	-$209K	–	210
2022 Q1	$209K	Buy	+5,570	New	+$188K	0.02%	198
2020 Q1	–	Sell	-5,570	Closed	-$206K	–	174
2019 Q4	$206K	Hold	5,570	–	–	0.03%	169
2019 Q3	$206K	Hold	5,570	–	–	0.04%	165
2019 Q2	$207K	Hold	5,570	–	–	0.04%	172
2019 Q1	$205K	Buy	+5,570	New	+$197K	0.04%	167
2018 Q1	–	Sell	-5,570	Closed	-$202K	–	189
2017 Q4	$202K	Buy	+5,570	New	+$193K	0.03%	176

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B 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

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