Sagespring Wealth Partners
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Sagespring Wealth Partners’s Pembina Pipeline PBA Stock Holding History

Sagespring Wealth 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
Q3 		$312K Buy
7,005
+2,411
+52% +$117K ﹤0.01% 703
2026
Q2 		$212K Buy
4,594
+5
+0.1% +$231 ﹤0.01% 808
2026
Q1 		$205K Buy
+4,589
New +$195K ﹤0.01% 774

Other funds holding PBA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sagespring Wealth Partners's PBA Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Pembina Pipeline (PBA) stake by 52% in Q3 2026, buying an estimated $117K and bringing the position to 7,005 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Sagespring Wealth Partners first reported a position in PBA in Q1 2026 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Sagespring Wealth Partners held 7,005 shares of Pembina Pipeline worth $312K as of Q3 2026.
  • Sagespring Wealth Partners bought 2,411 Pembina Pipeline shares in Q3 2026, an estimated $117K.
  • Pembina Pipeline made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #703 holding.
  • Sagespring Wealth Partners first reported a position in Pembina Pipeline in Q1 2026 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.