Valley Wealth Managers’s Pembina Pipeline PBA Stock Holding History

Valley Wealth Managers’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 Q3	$9.45K	Hold	212	–	–	﹤0.01%	291
2026 Q2	$9.8K	Hold	212	–	–	﹤0.01%	284
2026 Q1	$9.49K	Hold	212	–	–	﹤0.01%	277
2025 Q4	$8.07K	Hold	212	–	–	﹤0.01%	293
2025 Q3	$8.58K	Hold	212	–	–	﹤0.01%	268
2025 Q2	$7.95K	Hold	212	–	–	﹤0.01%	255
2025 Q1	$8.49K	Hold	212	–	–	﹤0.01%	282
2024 Q4	$7.83K	Hold	212	–	–	﹤0.01%	298
2024 Q3	$8.74K	Hold	212	–	–	﹤0.01%	297
2024 Q2	$7.86K	Hold	212	–	–	﹤0.01%	295
2024 Q1	$7.49K	Hold	212	–	–	﹤0.01%	262
2023 Q4	$7.3K	Hold	212	–	–	﹤0.01%	279
2023 Q3	$6.37K	Hold	212	–	–	﹤0.01%	301
2023 Q2	$6.66K	Hold	212	–	–	﹤0.01%	282
2023 Q1	$6.87K	Hold	212	–	–	﹤0.01%	297
2022 Q4	$7.2K	Hold	212	–	–	﹤0.01%	311
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	344
2022 Q2	$7K	Buy	+212	New	+$8.16K	﹤0.01%	350
2017 Q2	–	Sell	-212	Closed	-$7K	–	164
2017 Q1	$7K	Hold	212	–	–	﹤0.01%	181
2016 Q4	$7K	Hold	212	–	–	﹤0.01%	186
2016 Q3	$6K	Hold	212	–	–	﹤0.01%	184
2016 Q2	$6K	Buy	+212	New	+$6.19K	﹤0.01%	190

Other funds holding PBA

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Valley Wealth Managers's PBA Position: Q3 2026 in Review

Valley Wealth Managers held its Pembina Pipeline (PBA) position steady in Q3 2026 at 212 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Valley Wealth Managers first reported a position in PBA in Q2 2016 and has held it in 22 quarters since. The position peaked at $9.8K in Q2 2026. 80 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

Valley Wealth Managers held 212 shares of Pembina Pipeline worth $9.45K as of Q3 2026.
Valley Wealth Managers left its Pembina Pipeline share count unchanged in Q3 2026.
Pembina Pipeline made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #291 holding.
Valley Wealth Managers first reported a position in Pembina Pipeline in Q2 2016 and has held it in 22 quarters since.
Valley Wealth Managers's Pembina Pipeline position peaked at $9.8K in Q2 2026.
80 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.