Prospera Financial Services’s Pembina Pipeline PBA Stock Holding History

Prospera Financial 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
2025 Q4	–	Sell	-5,520	Closed	-$223K	–	1417
2025 Q3	$223K	Sell	5,520 -3,939	-42%	-$149K	﹤0.01%	1261
2025 Q2	$355K	Sell	9,459 -400	-4%	-$15.1K	0.01%	1034
2025 Q1	$395K	Buy	9,859 +27	+0.3%	+$1.01K	0.01%	881
2024 Q4	$363K	Buy	9,832 +429	+5%	+$17.5K	0.01%	853
2024 Q3	$388K	Buy	9,403 +27	+0.3%	+$1.06K	0.01%	821
2024 Q2	$348K	Buy	+9,376	New	+$339K	0.01%	857
2023 Q1	–	Sell	-8,313	Closed	-$282K	–	991
2022 Q4	$282K	Buy	+8,313	New	+$279K	0.01%	734
2022 Q2	–	Sell	-440	Closed	-$17K	–	2307
2022 Q1	$17K	Buy	+440	New	+$14.9K	﹤0.01%	1806
2020 Q4	–	Sell	-773	Closed	-$17K	–	1294
2020 Q3	$17K	Buy	+773	New	+$19K	0.01%	948

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

Prospera Financial Services's PBA Position: Q4 2025 in Review

Prospera Financial Services sold out of Pembina Pipeline (PBA) in Q4 2025, closing a stake of 5,520 shares — an estimated $223K sold.

Prospera Financial Services first reported a position in PBA in Q3 2020 and held it in 9 quarters. The position peaked at $395K in Q1 2025. 391 funds tracked by Wall St. Rank hold PBA as of Q4 2025.

Prospera Financial Services reported no remaining Pembina Pipeline position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 5,520 Pembina Pipeline shares in Q4 2025, an estimated $223K.
Prospera Financial Services first reported a position in Pembina Pipeline in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's Pembina Pipeline position peaked at $395K in Q1 2025.
391 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.