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Wealthspire Advisors (New York)’s Pembina Pipeline PBA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,187
Closed -$48K – 2325
2025
Q3 		$48K Buy
+1,187
New +$44.8K ﹤0.01% 1262
2019
Q1 		– Sell
-245
Closed -$7K – 584
2018
Q4 		$7K Buy
+245
New +$8.12K ﹤0.01% 590

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s PBA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pembina Pipeline (PBA) in Q4 2025, closing a stake of 1,187 shares — an estimated $48K sold.

Wealthspire Advisors (New York) first reported a position in PBA in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q3 2025. 392 funds tracked by Wall St. Rank hold PBA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pembina Pipeline position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,187 Pembina Pipeline shares in Q4 2025, an estimated $48K.
  • Wealthspire Advisors (New York) first reported a position in Pembina Pipeline in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Pembina Pipeline position peaked at $48K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.