Advisornet Financial’s South Bow Corp SOBO Stock Holding History

Advisornet Financial’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	$4.29K	Buy	122 +1	+0.8%	+$35	﹤0.01%	1789
2026 Q1	$4.03K	Buy	121 +1	+0.8%	+$30	﹤0.01%	1783
2025 Q4	$3.29K	Buy	120 +1	+0.8%	+$27	﹤0.01%	1811
2025 Q3	$3.36K	Buy	119 +1	+0.8%	+$27	﹤0.01%	1769
2025 Q2	$3.06K	Sell	118 -129	-52%	-$3.28K	﹤0.01%	1764
2025 Q1	$6.3K	Buy	+247	New	+$6.18K	﹤0.01%	1554

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

Advisornet Financial's SOBO Position: Q2 2026 in Review

Advisornet Financial increased its South Bow Corp (SOBO) stake by 0.83% in Q2 2026, buying an estimated $35 and bringing the position to 122 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Advisornet Financial first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.3K in Q1 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Advisornet Financial held 122 shares of South Bow Corp worth $4.29K as of Q2 2026.
Advisornet Financial bought 1 South Bow Corp share in Q2 2026, an estimated $35.
South Bow Corp made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1789 holding.
Advisornet Financial first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's South Bow Corp position peaked at $6.3K in Q1 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.