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PDS Planning’s Pembina Pipeline PBA Stock Holding History

PDS Planning’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 		$220K Sell
4,746
-189
-4% -$8.75K 0.01% 541
2026
Q1 		$221K Buy
+4,935
New +$209K 0.01% 491
2025
Q4 		– Sell
-5,021
Closed -$203K – 564
2025
Q3 		$203K Buy
+5,021
New +$189K 0.01% 501

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

PDS Planning's PBA Position: Q2 2026 in Review

PDS Planning reduced its Pembina Pipeline (PBA) stake by 3.8% in Q2 2026, selling an estimated $8.75K and leaving 4,746 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #541.

PDS Planning first reported a position in PBA in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q1 2026. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • PDS Planning held 4,746 shares of Pembina Pipeline worth $220K as of Q2 2026.
  • PDS Planning sold 189 Pembina Pipeline shares in Q2 2026, an estimated $8.75K.
  • Pembina Pipeline made up 0.01% of PDS Planning's portfolio in Q2 2026, its #541 holding.
  • PDS Planning first reported a position in Pembina Pipeline in Q3 2025 and has held it in 3 quarters since.
  • PDS Planning's Pembina Pipeline position peaked at $221K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.