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Ritholtz Wealth Management’s Pembina Pipeline PBA Stock Holding History

Ritholtz Wealth 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
Q2 		$518K Sell
11,206
-134
-1% -$6.2K 0.01% 845
2026
Q1 		$508K Buy
11,340
+826
+8% +$35K 0.01% 782
2025
Q4 		$400K Hold
10,514
– – 0.01% 796
2025
Q3 		$425K Buy
10,514
+800
+8% +$30.2K 0.01% 728
2025
Q2 		$364K Buy
+9,714
New +$367K 0.01% 733

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

Ritholtz Wealth Management's PBA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Pembina Pipeline (PBA) stake by 1.2% in Q2 2026, selling an estimated $6.2K and leaving 11,206 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #845.

Ritholtz Wealth Management first reported a position in PBA in Q2 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Ritholtz Wealth Management held 11,206 shares of Pembina Pipeline worth $518K as of Q2 2026.
  • Ritholtz Wealth Management sold 134 Pembina Pipeline shares in Q2 2026, an estimated $6.2K.
  • Pembina Pipeline made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #845 holding.
  • Ritholtz Wealth Management first reported a position in Pembina Pipeline in Q2 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.