True Wealth Design’s Pembina Pipeline PBA Stock Holding History

True Wealth Design’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	$11.8K	Sell	255 -2	-0.8%	-$93	﹤0.01%	1007
2026 Q1	$11.5K	Buy	257 +19	+8%	+$806	﹤0.01%	932
2025 Q4	$9.06K	Buy	238 +3	+1%	+$115	﹤0.01%	898
2025 Q3	$9.51K	Buy	235 +203	+634%	+$7.66K	﹤0.01%	852
2025 Q2	$1.2K	Hold	32	–	–	﹤0.01%	1397
2025 Q1	$1.28K	Buy	32 +6	+23%	+$225	﹤0.01%	1177
2024 Q4	$961	Sell	26 -4	-13%	-$163	﹤0.01%	952
2024 Q3	$1.24K	Hold	30	–	–	﹤0.01%	923
2024 Q2	$1.11K	Buy	30 +7	+30%	+$253	﹤0.01%	487
2024 Q1	$813	Buy	23 +11	+92%	+$379	﹤0.01%	512
2023 Q4	$414	Hold	12	–	–	﹤0.01%	519
2023 Q3	$361	Buy	12 +3	+33%	+$92	﹤0.01%	508
2023 Q2	$283	Hold	9	–	–	﹤0.01%	596
2023 Q1	$292	Sell	9 -1	-10%	-$34	﹤0.01%	668
2022 Q4	$340	Buy	+10	New	+$335	﹤0.01%	555

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

True Wealth Design's PBA Position: Q2 2026 in Review

True Wealth Design reduced its Pembina Pipeline (PBA) stake by 0.78% in Q2 2026, selling an estimated $93 and leaving 255 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

True Wealth Design first reported a position in PBA in Q4 2022 and has held it in 15 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

True Wealth Design held 255 shares of Pembina Pipeline worth $11.8K as of Q2 2026.
True Wealth Design sold 2 Pembina Pipeline shares in Q2 2026, an estimated $93.
Pembina Pipeline made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1007 holding.
True Wealth Design first reported a position in Pembina Pipeline in Q4 2022 and has held it in 15 quarters since.
433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.