Raymond James Financial
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Raymond James Financial’s Pembina Pipeline PBA Stock Holding History

Raymond James Financial’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 		$9.37M Buy
202,497
+106,452
+111% +$4.93M ﹤0.01% 2220
2026
Q1 		$4.3M Buy
96,045
+6,252
+7% +$265K ﹤0.01% 2716
2025
Q4 		$3.42M Sell
89,793
-2,552
-3% -$98.2K ﹤0.01% 2826
2025
Q3 		$3.74M Buy
92,345
+2,085
+2% +$78.7K ﹤0.01% 2691
2025
Q2 		$3.39M Buy
90,260
+17,155
+23% +$648K ﹤0.01% 2664
2025
Q1 		$2.93M Sell
73,105
-3,529
-5% -$132K ﹤0.01% 2710
2024
Q4 		$2.83M Buy
+76,634
New +$3.12M ﹤0.01% 2710

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

Raymond James Financial's PBA Position: Q2 2026 in Review

Raymond James Financial increased its Pembina Pipeline (PBA) stake by 111% in Q2 2026, buying an estimated $4.93M and bringing the position to 202,497 shares worth $9.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Raymond James Financial first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Raymond James Financial held 202,497 shares of Pembina Pipeline worth $9.37M as of Q2 2026.
  • Raymond James Financial bought 106,452 Pembina Pipeline shares in Q2 2026, an estimated $4.93M.
  • Pembina Pipeline made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2220 holding.
  • Raymond James Financial first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.