Advisory Services Network’s South Bow Corp SOBO Stock Holding History

Advisory Services Network’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	–	Sell	-2,934	Closed	-$97.7K	–	4816
2026 Q1	$97.7K	Buy	+2,934	New	+$89.1K	﹤0.01%	2217
2025 Q4	–	Sell	-2,324	Closed	-$65.7K	–	4433
2025 Q3	$65.7K	Buy	+2,324	New	+$63.2K	﹤0.01%	2288

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

Advisory Services Network's SOBO Position: Q2 2026 in Review

Advisory Services Network sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 2,934 shares — an estimated $97.7K sold.

Advisory Services Network first reported a position in SOBO in Q3 2025 and held it in 2 quarters. The position peaked at $97.7K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Advisory Services Network reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,934 South Bow Corp shares in Q2 2026, an estimated $97.7K.
Advisory Services Network first reported a position in South Bow Corp in Q3 2025 and held it in 2 quarters.
Advisory Services Network's South Bow Corp position peaked at $97.7K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.