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Medallion Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Medallion Wealth 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
2026
Q2 		$27.8K Hold
600
– – 0.01% 581
2026
Q1 		$26.9K Hold
600
– – 0.01% 594
2025
Q4 		$22.8K Hold
600
– – 0.01% 617
2025
Q3 		$24.3K Hold
600
– – 0.01% 599
2025
Q2 		$22.4K Hold
600
– – 0.01% 601
2025
Q1 		$24.3K Hold
600
– – 0.01% 546
2024
Q4 		$22.2K Buy
+600
New +$24.5K 0.01% 548

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Medallion Wealth Advisors's PBA Position: Q2 2026 in Review

Medallion Wealth Advisors held its Pembina Pipeline (PBA) position steady in Q2 2026 at 600 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #581.

Medallion Wealth Advisors first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Medallion Wealth Advisors held 600 shares of Pembina Pipeline worth $27.8K as of Q2 2026.
  • Medallion Wealth Advisors left its Pembina Pipeline share count unchanged in Q2 2026.
  • Pembina Pipeline made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • Medallion Wealth Advisors first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.