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Sequoia Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Sequoia Financial Advisors’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 		$896K Sell
19,372
-3,480
-15% -$161K ﹤0.01% 1003
2026
Q1 		$1.02M Sell
22,852
-3,731
-14% -$158K 0.01% 889
2025
Q4 		$1.01M Sell
26,583
-446
-2% -$17.2K 0.01% 882
2025
Q3 		$1.09M Buy
27,029
+7,372
+38% +$278K 0.01% 735
2025
Q2 		$737K Buy
19,657
+3,597
+22% +$136K 0.01% 823
2025
Q1 		$643K Buy
16,060
+1,854
+13% +$69.6K 0.01% 766
2024
Q4 		$525K Buy
14,206
+1,439
+11% +$58.7K 0.01% 785
2024
Q3 		$527K Buy
12,767
+860
+7% +$33.6K 0.01% 726
2024
Q2 		$442K Buy
11,907
+508
+4% +$18.4K 0.01% 740
2024
Q1 		$403K Sell
11,399
-611
-5% -$21.1K 0.01% 760
2023
Q4 		$413K Buy
12,010
+1,137
+10% +$36.4K 0.01% 800
2023
Q3 		$327K Buy
10,873
+1,367
+14% +$42.1K 0.01% 658
2023
Q2 		$299K Buy
9,506
+3,020
+47% +$96.4K 0.01% 705
2023
Q1 		$210K Sell
6,486
-341
-5% -$11.5K ﹤0.01% 752
2022
Q4 		$232K Buy
+6,827
New +$229K 0.01% 679

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

Sequoia Financial Advisors's PBA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Pembina Pipeline (PBA) stake by 15% in Q2 2026, selling an estimated $161K and leaving 19,372 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Sequoia Financial Advisors first reported a position in PBA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2025. 432 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Sequoia Financial Advisors held 19,372 shares of Pembina Pipeline worth $896K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,480 Pembina Pipeline shares in Q2 2026, an estimated $161K.
  • Pembina Pipeline made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1003 holding.
  • Sequoia Financial Advisors first reported a position in Pembina Pipeline in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Pembina Pipeline position peaked at $1.09M in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.