Action Point Financial Planning’s South Bow Corp SOBO Stock Holding History

Action Point Financial Planning’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3K	Buy	+38	New	+$1.34K	﹤0.01%	2401

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's SOBO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in South Bow Corp (SOBO) in Q2 2026: 38 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #2401 among its holdings.

303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Action Point Financial Planning held 38 shares of South Bow Corp worth $1.3K as of Q2 2026.
South Bow Corp was a new Action Point Financial Planning position in Q2 2026.
South Bow Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2401 holding.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.