Private Wealth Asset Management
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Private Wealth Asset Management’s Pembina Pipeline PBA Stock Holding History

Private Wealth Asset Management’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
Q3 		– Sell
-1,638
Closed -$75.8K – 968
2026
Q2 		$75.8K Hold
1,638
– – 0.01% 374
2026
Q1 		$73.3K Hold
1,638
– – 0.01% 370
2025
Q4 		$62.3K Sell
1,638
-32
-2% -$1.23K 0.01% 386
2025
Q3 		$67.6K Hold
1,670
– – 0.01% 349
2025
Q2 		$62.6K Hold
1,670
– – 0.01% 364
2025
Q1 		$66.8K Buy
+1,670
New +$62.7K 0.01% 339

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Private Wealth Asset Management's PBA Position: Q3 2026 in Review

Private Wealth Asset Management sold out of Pembina Pipeline (PBA) in Q3 2026, closing a stake of 1,638 shares — an estimated $75.8K sold.

Private Wealth Asset Management first reported a position in PBA in Q1 2025 and held it in 6 quarters. The position peaked at $75.8K in Q2 2026. 366 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Private Wealth Asset Management reported no remaining Pembina Pipeline position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,638 Pembina Pipeline shares in Q3 2026, an estimated $75.8K.
  • Private Wealth Asset Management first reported a position in Pembina Pipeline in Q1 2025 and held it in 6 quarters.
  • Private Wealth Asset Management's Pembina Pipeline position peaked at $75.8K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.