William B. Walkup & Associates’s Pembina Pipeline PBA Stock Holding History

William B. Walkup & Associates’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	$133K	Hold	2,975	–	–	0.06%	94
2026 Q2	$138K	Hold	2,975	–	–	0.07%	92
2026 Q1	$119K	Hold	2,975	–	–	0.07%	87
2025 Q4	$113K	Hold	2,975	–	–	0.06%	91
2025 Q3	$120K	Hold	2,975	–	–	0.06%	87
2025 Q2	$112K	Hold	2,975	–	–	0.07%	87
2025 Q1	$119K	Hold	2,975	–	–	0.07%	86
2024 Q4	$110K	Hold	2,975	–	–	0.07%	89
2024 Q3	$123K	Hold	2,975	–	–	0.08%	89
2024 Q2	$110K	Buy	+2,975	New	+$108K	0.07%	90

Other funds holding PBA

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

William B. Walkup & Associates's PBA Position: Q3 2026 in Review

William B. Walkup & Associates held its Pembina Pipeline (PBA) position steady in Q3 2026 at 2,975 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #94.

William B. Walkup & Associates first reported a position in PBA in Q2 2024 and has held it in 10 quarters since. The position peaked at $138K in Q2 2026. 173 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

William B. Walkup & Associates held 2,975 shares of Pembina Pipeline worth $133K as of Q3 2026.
William B. Walkup & Associates left its Pembina Pipeline share count unchanged in Q3 2026.
Pembina Pipeline made up 0.06% of William B. Walkup & Associates's portfolio in Q3 2026, its #94 holding.
William B. Walkup & Associates first reported a position in Pembina Pipeline in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's Pembina Pipeline position peaked at $138K in Q2 2026.
173 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.