AssetMark Inc’s South Bow Corp SOBO Stock Holding History

AssetMark Inc’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	$41.3K	Sell	1,172 -160	-12%	-$5.63K	﹤0.01%	1906
2026 Q1	$44.4K	Buy	1,332 +73	+6%	+$2.22K	﹤0.01%	1788
2025 Q4	$34.6K	Buy	1,259 +22	+2%	+$598	﹤0.01%	1839
2025 Q3	$35K	Sell	1,237 -51	-4%	-$1.39K	﹤0.01%	1762
2025 Q2	$33.4K	Sell	1,288 -65	-5%	-$1.65K	﹤0.01%	1676
2025 Q1	$34.5K	Sell	1,353 -30	-2%	-$751	﹤0.01%	1539
2024 Q4	$32.6K	Buy	+1,383	New	+$33.9K	﹤0.01%	1531

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

AssetMark Inc's SOBO Position: Q2 2026 in Review

AssetMark Inc reduced its South Bow Corp (SOBO) stake by 12% in Q2 2026, selling an estimated $5.63K and leaving 1,172 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

AssetMark Inc first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.4K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

AssetMark Inc held 1,172 shares of South Bow Corp worth $41.3K as of Q2 2026.
AssetMark Inc sold 160 South Bow Corp shares in Q2 2026, an estimated $5.63K.
South Bow Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1906 holding.
AssetMark Inc first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
AssetMark Inc's South Bow Corp position peaked at $44.4K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.