Southern Financial Group’s Pembina Pipeline PBA Stock Holding History

Southern Financial 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 Q2	$205K	Buy	+4,436	New	+$205K	0.05%	87

Other funds holding PBA

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Southern Financial Group's PBA Position: Q2 2026 in Review

Southern Financial Group opened a new position in Pembina Pipeline (PBA) in Q2 2026: 4,436 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #87 among its holdings.

159 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Southern Financial Group held 4,436 shares of Pembina Pipeline worth $205K as of Q2 2026.
Pembina Pipeline was a new Southern Financial Group position in Q2 2026.
Pembina Pipeline made up 0.05% of Southern Financial Group's portfolio in Q2 2026, its #87 holding.
159 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.