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TCFG Wealth Management’s Pembina Pipeline PBA Stock Holding History

TCFG Wealth Management’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
Q1 		$491K Buy
10,975
+21
+0.2% +$891 0.18% 130
2025
Q4 		$417K Sell
10,954
-180
-2% -$6.92K 0.16% 155
2025
Q3 		$451K Buy
11,134
+920
+9% +$34.7K 0.18% 147
2025
Q2 		$383K Buy
10,214
+793
+8% +$29.9K 0.17% 160
2025
Q1 		$377K Buy
9,421
+1,020
+12% +$38.3K 0.19% 134
2024
Q4 		$310K Buy
+8,401
New +$343K 0.16% 158

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

TCFG Wealth Management's PBA Position: Q1 2026 in Review

TCFG Wealth Management increased its Pembina Pipeline (PBA) stake by 0.19% in Q1 2026, buying an estimated $891 and bringing the position to 10,975 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #130.

TCFG Wealth Management first reported a position in PBA in Q4 2024 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold PBA as of Q1 2026.

  • TCFG Wealth Management held 10,975 shares of Pembina Pipeline worth $491K as of Q1 2026.
  • TCFG Wealth Management bought 21 Pembina Pipeline shares in Q1 2026, an estimated $891.
  • Pembina Pipeline made up 0.18% of TCFG Wealth Management's portfolio in Q1 2026, its #130 holding.
  • TCFG Wealth Management first reported a position in Pembina Pipeline in Q4 2024 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.