Stephens Inc’s Pembina Pipeline PBA Stock Holding History

Stephens Inc’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	$220K	Buy	4,758 +55	+1%	+$2.55K	﹤0.01%	1196
2026 Q1	$211K	Buy	+4,703	New	+$199K	﹤0.01%	1191
2020 Q1	–	Sell	-7,118	Closed	-$264K	–	1178
2019 Q4	$264K	Buy	7,118 +113	+2%	+$4.04K	0.01%	917
2019 Q3	$260K	Sell	7,005 -36	-0.5%	-$1.33K	0.01%	962
2019 Q2	$262K	Buy	7,041 +47	+0.7%	+$1.71K	0.01%	976
2019 Q1	$257K	Sell	6,994 -9,694	-58%	-$343K	0.01%	968
2018 Q4	$495K	Buy	16,688 +1,921	+13%	+$63.7K	0.01%	704
2018 Q3	$502K	Sell	14,767 -16	-0.1%	-$555	0.01%	773
2018 Q2	$511K	Buy	+14,783	New	+$494K	0.02%	600

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

Stephens Inc's PBA Position: Q2 2026 in Review

Stephens Inc increased its Pembina Pipeline (PBA) stake by 1.2% in Q2 2026, buying an estimated $2.55K and bringing the position to 4,758 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Stephens Inc first reported a position in PBA in Q2 2018 and has held it in 9 quarters since. The position peaked at $511K in Q2 2018. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Stephens Inc held 4,758 shares of Pembina Pipeline worth $220K as of Q2 2026.
Stephens Inc bought 55 Pembina Pipeline shares in Q2 2026, an estimated $2.55K.
Pembina Pipeline made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1196 holding.
Stephens Inc first reported a position in Pembina Pipeline in Q2 2018 and has held it in 9 quarters since.
Stephens Inc's Pembina Pipeline position peaked at $511K in Q2 2018.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.