Physician Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$41.5K Hold
930
– – ﹤0.01% 503
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

Physician Wealth Advisors's PBA Position: Q3 2026 in Review

Physician Wealth Advisors held its Pembina Pipeline (PBA) position steady in Q3 2026 at 930 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Physician Wealth Advisors first reported a position in PBA in Q4 2024 and has held it in 8 quarters since. The position peaked at $43K in Q2 2026. 115 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Physician Wealth Advisors held 930 shares of Pembina Pipeline worth $41.5K as of Q3 2026.
  • Physician Wealth Advisors left its Pembina Pipeline share count unchanged in Q3 2026.
  • Pembina Pipeline made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #503 holding.
  • Physician Wealth Advisors first reported a position in Pembina Pipeline in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Pembina Pipeline position peaked at $43K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.