Mosley Wealth Management
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Mosley Wealth Management’s Pembina Pipeline PBA Stock Holding History

Mosley Wealth 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
Q3 		$4.72K Hold
98
– – ﹤0.01% 437
2026
Q2 		$4.53K Sell
98
-4
-4% -$185 ﹤0.01% 436
2026
Q1 		$4.13K Buy
+102
New +$4.32K ﹤0.01% 349

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 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
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Mosley Wealth Management's PBA Position: Q3 2026 in Review

Mosley Wealth Management held its Pembina Pipeline (PBA) position steady in Q3 2026 at 98 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Mosley Wealth Management first reported a position in PBA in Q1 2026 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Mosley Wealth Management held 98 shares of Pembina Pipeline worth $4.72K as of Q3 2026.
  • Mosley Wealth Management left its Pembina Pipeline share count unchanged in Q3 2026.
  • Pembina Pipeline made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Mosley Wealth Management first reported a position in Pembina Pipeline in Q1 2026 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.