SF
PBA icon

Summit Financial’s Pembina Pipeline PBA Stock Holding History

Summit Financial’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 		$3.88M Sell
83,956
-856
-1% -$39.6K 0.04% 417
2026
Q1 		$3.8M Hold
84,812
– – 0.05% 387
2025
Q4 		$3.23M Hold
84,812
– – 0.05% 361
2025
Q3 		$3.43M Buy
84,812
+354
+0.4% +$13.4K 0.05% 343
2025
Q2 		$3.17M Hold
84,458
– – 0.07% 226
2025
Q1 		$3.38M Hold
84,458
– – 0.09% 182
2024
Q4 		$3.12M Buy
+84,458
New +$3.44M 0.11% 154

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

Summit Financial's PBA Position: Q2 2026 in Review

Summit Financial reduced its Pembina Pipeline (PBA) stake by 1% in Q2 2026, selling an estimated $39.6K and leaving 83,956 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #417.

Summit Financial first reported a position in PBA in Q4 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Summit Financial held 83,956 shares of Pembina Pipeline worth $3.88M as of Q2 2026.
  • Summit Financial sold 856 Pembina Pipeline shares in Q2 2026, an estimated $39.6K.
  • Pembina Pipeline made up 0.04% of Summit Financial's portfolio in Q2 2026, its #417 holding.
  • Summit Financial first reported a position in Pembina Pipeline in Q4 2024 and has held it in 7 quarters since.
  • 433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.