RFP
PBA icon

Root Financial Partners’s Pembina Pipeline PBA Stock Holding History

Root Financial Partners’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 		– Sell
-20
Closed -$895 – 2356
2026
Q1 		$895 Buy
20
+13
+186% +$551 ﹤0.01% 2652
2025
Q4 		$266 Buy
+7
New +$269 ﹤0.01% 2275

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

Root Financial Partners's PBA Position: Q2 2026 in Review

Root Financial Partners sold out of Pembina Pipeline (PBA) in Q2 2026, closing a stake of 20 shares — an estimated $895 sold.

Root Financial Partners first reported a position in PBA in Q4 2025 and held it in 2 quarters. The position peaked at $895 in Q1 2026. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Root Financial Partners reported no remaining Pembina Pipeline position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Pembina Pipeline shares in Q2 2026, an estimated $895.
  • Root Financial Partners first reported a position in Pembina Pipeline in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Pembina Pipeline position peaked at $895 in Q1 2026.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.