Westside Investment Management’s Pembina Pipeline PBA Stock Holding History

Westside Investment Management’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 Q1	$36.1K	Hold	808	–	–	0.01%	673
2025 Q4	$31.2K	Hold	808	–	–	0.01%	704
2025 Q3	$32.3K	Buy	808 +404	+100%	+$15.2K	0.01%	698
2025 Q2	$15.1K	Buy	+404	New	+$15.3K	﹤0.01%	789
2018 Q2	–	Sell	-134	Closed	-$4.08K	–	841
2018 Q1	$4.08K	Buy	134 +2	+2%	+$66	﹤0.01%	691
2017 Q4	$4.82K	Buy	132 +1	+0.8%	+$35	﹤0.01%	689
2017 Q3	$4.44K	Buy	131 +2	+2%	+$67	﹤0.01%	687
2017 Q2	$4.29K	Buy	129 +1	+0.8%	+$32	﹤0.01%	687
2017 Q1	$4.11K	Buy	128 +1	+0.8%	+$32	﹤0.01%	650
2016 Q4	$4.03K	Buy	+127	New	+$3.84K	﹤0.01%	535

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return