Transamerica Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Transamerica Financial Advisors’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	$5.09K	Buy	110 +102	+1,275%	+$4.72K	﹤0.01%	1119
2026 Q1	$358	Buy	+8	New	+$339	﹤0.01%	1542
2016 Q2	–	Sell	-8,364	Closed	-$226K	–	610
2016 Q1	$226K	Hold	8,364	–	–	0.02%	282
2015 Q4	$183K	Hold	8,364	–	–	0.01%	304
2015 Q3	$201K	Hold	8,364	–	–	0.02%	283
2015 Q2	$271K	Hold	8,364	–	–	0.02%	301
2015 Q1	$265K	Sell	8,364 -159	-2%	-$5.12K	0.02%	302
2014 Q4	$311K	Hold	8,523	–	–	0.02%	247
2014 Q3	$360K	Sell	8,523 -297	-3%	-$13.1K	0.03%	203
2014 Q2	$380K	Hold	8,820	–	–	0.03%	209
2014 Q1	$336K	Hold	8,820	–	–	0.03%	190
2013 Q4	$311K	Sell	8,820 -1,126	-11%	-$37K	0.03%	203
2013 Q3	$330K	Hold	9,946	–	–	0.04%	186
2013 Q2	$305K	Buy	+9,946	New	+$318K	0.05%	159

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

Transamerica Financial Advisors's PBA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Pembina Pipeline (PBA) stake by 1,275% in Q2 2026, buying an estimated $4.72K and bringing the position to 110 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Transamerica Financial Advisors first reported a position in PBA in Q2 2013 and has held it in 14 quarters since. The position peaked at $380K in Q2 2014. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Transamerica Financial Advisors held 110 shares of Pembina Pipeline worth $5.09K as of Q2 2026.
Transamerica Financial Advisors bought 102 Pembina Pipeline shares in Q2 2026, an estimated $4.72K.
Pembina Pipeline made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1119 holding.
Transamerica Financial Advisors first reported a position in Pembina Pipeline in Q2 2013 and has held it in 14 quarters since.
Transamerica Financial Advisors's Pembina Pipeline position peaked at $380K in Q2 2014.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.