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Wellington-Altus USA’s Pembina Pipeline PBA Stock Holding History

Wellington-Altus USA’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 		$100K Sell
1,750
-9,189
-84% -$425K 0.07% 218
2026
Q1 		$530K Buy
10,939
+1,384
+14% +$58.7K 0.31% 78
2025
Q4 		$379K Buy
+9,555
New +$368K 0.28% 78

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington-Altus USA's PBA Position: Q2 2026 in Review

Wellington-Altus USA reduced its Pembina Pipeline (PBA) stake by 84% in Q2 2026, selling an estimated $425K and leaving 1,750 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #218.

Wellington-Altus USA first reported a position in PBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q1 2026. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Wellington-Altus USA held 1,750 shares of Pembina Pipeline worth $100K as of Q2 2026.
  • Wellington-Altus USA sold 9,189 Pembina Pipeline shares in Q2 2026, an estimated $425K.
  • Pembina Pipeline made up 0.07% of Wellington-Altus USA's portfolio in Q2 2026, its #218 holding.
  • Wellington-Altus USA first reported a position in Pembina Pipeline in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Pembina Pipeline position peaked at $530K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.