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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
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 $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

Medallion Wealth Advisors's PBA Position: Q1 2026 in Review

Medallion Wealth Advisors held its Pembina Pipeline (PBA) position steady in Q1 2026 at 600 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #594.

Medallion Wealth Advisors first reported a position in PBA in Q4 2024 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

  • Medallion Wealth Advisors held 600 shares of Pembina Pipeline worth $26.9K as of Q1 2026.
  • Medallion Wealth Advisors left its Pembina Pipeline share count unchanged in Q1 2026.
  • Pembina Pipeline made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #594 holding.
  • Medallion Wealth Advisors first reported a position in Pembina Pipeline in Q4 2024 and has held it in 6 quarters since.
  • 429 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.