N.E.W. Advisory Services’s Pembina Pipeline PBA Stock Holding History

N.E.W. Advisory Services’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	$31.4K	Hold	680	–	–	﹤0.01%	457
2026 Q1	$30.4K	Hold	680	–	–	﹤0.01%	441
2025 Q4	$25.9K	Hold	680	–	–	﹤0.01%	452
2025 Q3	$27.5K	Hold	680	–	–	﹤0.01%	406
2025 Q2	$25.5K	Hold	680	–	–	﹤0.01%	415
2025 Q1	$27.2K	Buy	+680	New	+$25.5K	﹤0.01%	450

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

N.E.W. Advisory Services's PBA Position: Q2 2026 in Review

N.E.W. Advisory Services held its Pembina Pipeline (PBA) position steady in Q2 2026 at 680 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

N.E.W. Advisory Services first reported a position in PBA in Q1 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

N.E.W. Advisory Services held 680 shares of Pembina Pipeline worth $31.4K as of Q2 2026.
N.E.W. Advisory Services left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #457 holding.
N.E.W. Advisory Services first reported a position in Pembina Pipeline in Q1 2025 and has held it in 6 quarters since.
432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.