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Pinnacle Wealth Planning Services’s Pembina Pipeline PBA Stock Holding History

Pinnacle Wealth Planning 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 		$37.6K Hold
813
– – ﹤0.01% 1469
2026
Q1 		$36.4K Sell
813
-69
-8% -$2.93K ﹤0.01% 1370
2025
Q4 		$33.6K Buy
+882
New +$33.9K ﹤0.01% 1446
2021
Q1 		– Sell
-1,409
Closed -$33K – 1479
2020
Q4 		$33K Buy
+1,409
New +$33.1K 0.01% 965

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

Pinnacle Wealth Planning Services's PBA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Pembina Pipeline (PBA) position steady in Q2 2026 at 813 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Pinnacle Wealth Planning Services first reported a position in PBA in Q4 2020 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 813 shares of Pembina Pipeline worth $37.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Pembina Pipeline share count unchanged in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1469 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pembina Pipeline in Q4 2020 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.