Sound Income Strategies’s Pembina Pipeline PBA Stock Holding History

Sound Income Strategies’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	-692	Closed	-$30.3K	–	1818
2026 Q1	$30.3K	Hold	692	–	–	﹤0.01%	1016
2025 Q4	$27K	Hold	692	–	–	﹤0.01%	1023
2025 Q3	$27.4K	Hold	692	–	–	﹤0.01%	730
2025 Q2	$26K	Hold	692	–	–	﹤0.01%	692
2025 Q1	$27.7K	Sell	692 -50	-7%	-$1.88K	﹤0.01%	650
2024 Q4	$27.4K	Buy	+742	New	+$30.3K	﹤0.01%	611
2024 Q3	–	Sell	-180	Closed	-$6.67K	–	1468
2024 Q2	$6.67K	Hold	180	–	–	﹤0.01%	871
2024 Q1	$6.36K	Hold	180	–	–	﹤0.01%	862
2023 Q4	$6.2K	Buy	+180	New	+$5.77K	﹤0.01%	844
2021 Q1	–	Sell	-411	Closed	-$10K	–	1033
2020 Q4	$10K	Hold	411	–	–	﹤0.01%	455
2020 Q3	$9K	Hold	411	–	–	﹤0.01%	439
2020 Q2	$10K	Hold	411	–	–	﹤0.01%	387
2020 Q1	$8K	Hold	411	–	–	﹤0.01%	378
2019 Q4	$15K	Sell	411 -589	-59%	-$21.1K	﹤0.01%	267
2019 Q3	$37K	Hold	1,000	–	–	0.01%	150
2019 Q2	$37K	Hold	1,000	–	–	0.01%	157
2019 Q1	$37K	Hold	1,000	–	–	0.02%	159
2018 Q4	$30K	Hold	1,000	–	–	0.02%	181
2018 Q3	$34K	Hold	1,000	–	–	0.02%	177
2018 Q2	$35K	Hold	1,000	–	–	0.02%	150
2018 Q1	$31K	Hold	1,000	–	–	0.02%	159
2017 Q4	$32K	Buy	+1,000	New	+$34.6K	0.02%	112

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Income Strategies's PBA Position: Q2 2026 in Review

Sound Income Strategies sold out of Pembina Pipeline (PBA) in Q2 2026, closing a stake of 692 shares — an estimated $30.3K sold.

Sound Income Strategies first reported a position in PBA in Q4 2017 and held it in 22 quarters. The position peaked at $37K in Q3 2019. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Sound Income Strategies reported no remaining Pembina Pipeline position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 692 Pembina Pipeline shares in Q2 2026, an estimated $30.3K.
Sound Income Strategies first reported a position in Pembina Pipeline in Q4 2017 and held it in 22 quarters.
Sound Income Strategies's Pembina Pipeline position peaked at $37K in Q3 2019.
435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.