Physician Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Physician 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 Q2	$43K	Buy	930 +10	+1%	+$463	0.01%	467
2026 Q1	$41.2K	Hold	920	–	–	0.01%	437
2025 Q4	$35K	Hold	920	–	–	﹤0.01%	458
2025 Q3	$37.2K	Buy	920 +750	+441%	+$28.3K	0.01%	429
2025 Q2	$6.38K	Hold	170	–	–	﹤0.01%	745
2025 Q1	$6.81K	Hold	170	–	–	﹤0.01%	686
2024 Q4	$6.28K	Buy	+170	New	+$6.93K	﹤0.01%	698

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

Physician Wealth Advisors's PBA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Pembina Pipeline (PBA) stake by 1.1% in Q2 2026, buying an estimated $463 and bringing the position to 930 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #467.

Physician Wealth Advisors first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Physician Wealth Advisors held 930 shares of Pembina Pipeline worth $43K as of Q2 2026.
Physician Wealth Advisors bought 10 Pembina Pipeline shares in Q2 2026, an estimated $463.
Pembina Pipeline made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Physician Wealth Advisors first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.