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McClarren Financial Advisors’s Pembina Pipeline PBA Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-40
Closed -$36K – 229
2025
Q1 		$36K Buy
+40
New +$1.5K 0.02% 155
2024
Q4 		– Sell
-41
Closed -$37K – 281
2024
Q3 		$37K Buy
41
+4
+11% +$156 ﹤0.01% 134
2024
Q2 		$33K Sell
37
-873
-96% -$31.6K 0.02% 175
2024
Q1 		$33K Buy
910
+1
+0.1% +$34 0.02% 173
2023
Q4 		$31K Hold
909
– – 0.02% 192
2023
Q3 		$27K Hold
909
– – 0.02% 188
2023
Q2 		$28K Buy
+909
New +$29K 0.02% 193

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

McClarren Financial Advisors's PBA Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Pembina Pipeline (PBA) in Q2 2025, closing a stake of 40 shares — an estimated $36K sold.

McClarren Financial Advisors first reported a position in PBA in Q2 2023 and held it in 7 quarters. The position peaked at $37K in Q3 2024. 406 funds tracked by Wall St. Rank hold PBA as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Pembina Pipeline position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 40 Pembina Pipeline shares in Q2 2025, an estimated $36K.
  • McClarren Financial Advisors first reported a position in Pembina Pipeline in Q2 2023 and held it in 7 quarters.
  • McClarren Financial Advisors's Pembina Pipeline position peaked at $37K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.