Pension & Wealth Management Advisors’s Pembina Pipeline PBA Stock Holding History

Pension & Wealth Management 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	$1.94K	Hold	42	–	–	﹤0.01%	500
2026 Q1	$1.88K	Hold	42	–	–	﹤0.01%	468
2025 Q4	$1.6K	Buy	+42	New	+$1.61K	﹤0.01%	482

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

Pension & Wealth Management Advisors's PBA Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Pembina Pipeline (PBA) position steady in Q2 2026 at 42 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Pension & Wealth Management Advisors first reported a position in PBA in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Pension & Wealth Management Advisors held 42 shares of Pembina Pipeline worth $1.94K as of Q2 2026.
Pension & Wealth Management Advisors left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #500 holding.
Pension & Wealth Management Advisors first reported a position in Pembina Pipeline in Q4 2025 and has held it in 3 quarters since.
410 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.