MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Pembina Pipeline PBA Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$117K Sell
2,624
-187
-7% -$9.04K ﹤0.01% 539
2026
Q2 		$130K Sell
2,811
-289
-9% -$13.4K ﹤0.01% 533
2026
Q1 		$139K Sell
3,100
-110
-3% -$4.66K ﹤0.01% 508
2025
Q4 		$122K Sell
3,210
-27
-0.8% -$1.04K ﹤0.01% 550
2025
Q3 		$131K Sell
3,237
-199
-6% -$7.51K ﹤0.01% 526
2025
Q2 		$129K Buy
3,436
+352
+11% +$13.3K ﹤0.01% 531
2025
Q1 		$123K Buy
3,084
+149
+5% +$5.59K ﹤0.01% 513
2024
Q4 		$108K Buy
2,935
+308
+12% +$12.6K ﹤0.01% 557
2024
Q3 		$108K Buy
2,627
+116
+5% +$4.54K ﹤0.01% 505
2024
Q2 		$93.1K Buy
2,511
+805
+47% +$29.1K ﹤0.01% 536
2024
Q1 		$60.3K Sell
1,706
-80
-4% -$2.76K ﹤0.01% 582
2023
Q4 		$61.5K Buy
1,786
+329
+23% +$10.5K ﹤0.01% 554
2023
Q3 		$43.8K Buy
1,457
+161
+12% +$4.96K ﹤0.01% 622
2023
Q2 		$40.7K Buy
1,296
+1,076
+489% +$34.4K ﹤0.01% 590
2023
Q1 		$7.13K Sell
220
-77
-26% -$2.6K ﹤0.01% 1043
2022
Q4 		$10K Buy
297
+185
+165% +$6.2K ﹤0.01% 802
2022
Q3 		$3K Buy
112
+109
+3,633% +$3.89K ﹤0.01% 1117
2022
Q2 		$0 Buy
+3
New +$116 ﹤0.01% 1658
2021
Q4 		– Sell
-59
Closed -$2K – 1467
2021
Q3 		$2K Hold
59
– – ﹤0.01% 1075
2021
Q2 		$2K Buy
+59
New +$1.85K ﹤0.01% 1041
2018
Q1 		– Sell
-286
Closed -$10.3K – 1056
2017
Q4 		$10.3K Hold
286
– – ﹤0.01% 607
2017
Q3 		$10K Hold
286
– – ﹤0.01% 768
2017
Q2 		$9.47K Hold
286
– – ﹤0.01% 748
2017
Q1 		$9.07K Hold
286
– – ﹤0.01% 725
2016
Q4 		$8.96K Buy
+286
New +$8.64K ﹤0.01% 487

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's PBA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Pembina Pipeline (PBA) stake by 6.7% in Q3 2026, selling an estimated $9.04K and leaving 2,624 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

MassMutual Private Wealth & Trust first reported a position in PBA in Q4 2016 and has held it in 25 quarters since. The position peaked at $139K in Q1 2026. 211 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 2,624 shares of Pembina Pipeline worth $117K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 187 Pembina Pipeline shares in Q3 2026, an estimated $9.04K.
  • Pembina Pipeline made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #539 holding.
  • MassMutual Private Wealth & Trust first reported a position in Pembina Pipeline in Q4 2016 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Pembina Pipeline position peaked at $139K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.