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SageView Advisory Group’s Pembina Pipeline PBA Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-34
Closed -$1.29K – 1875
2025
Q4 		$1.29K Buy
+34
New +$1.31K ﹤0.01% 2324

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

SageView Advisory Group's PBA Position: Q1 2026 in Review

SageView Advisory Group sold out of Pembina Pipeline (PBA) in Q1 2026, closing a stake of 34 shares — an estimated $1.29K sold.

SageView Advisory Group first reported a position in PBA in Q4 2025 and held it in 1 quarter. The position peaked at $1.29K in Q4 2025. 434 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

  • SageView Advisory Group reported no remaining Pembina Pipeline position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 34 Pembina Pipeline shares in Q1 2026, an estimated $1.29K.
  • SageView Advisory Group first reported a position in Pembina Pipeline in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Pembina Pipeline position peaked at $1.29K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.