Principal Securities’s Pembina Pipeline PBA Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,313	Closed	-$53.1K	–	2869
2025 Q3	$53.1K	Buy	1,313 +251	+24%	+$9.47K	﹤0.01%	1921
2025 Q2	$39.8K	Buy	1,062 +145	+16%	+$5.47K	﹤0.01%	1988
2025 Q1	$33.9K	Hold	917	–	–	﹤0.01%	1935
2024 Q4	$33.9K	Buy	917 +883	+2,597%	+$36K	﹤0.01%	1931
2024 Q3	$1.4K	Sell	34 -105	-76%	-$4.11K	﹤0.01%	3052
2024 Q2	$5.15K	Hold	139	–	–	﹤0.01%	2631
2024 Q1	$4.91K	Sell	139 -3,984	-97%	-$137K	﹤0.01%	2614
2023 Q4	$142K	Buy	+4,123	New	+$132K	0.01%	1058

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Principal Securities's PBA Position: Q4 2025 in Review

Principal Securities sold out of Pembina Pipeline (PBA) in Q4 2025, closing a stake of 1,313 shares — an estimated $53.1K sold.

Principal Securities first reported a position in PBA in Q4 2023 and held it in 8 quarters. The position peaked at $142K in Q4 2023. 391 funds tracked by Wall St. Rank hold PBA as of Q4 2025.

Principal Securities reported no remaining Pembina Pipeline position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,313 Pembina Pipeline shares in Q4 2025, an estimated $53.1K.
Principal Securities first reported a position in Pembina Pipeline in Q4 2023 and held it in 8 quarters.
Principal Securities's Pembina Pipeline position peaked at $142K in Q4 2023.
391 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.