Atwood & Palmer’s South Bow Corp SOBO Stock Holding History

Atwood & Palmer’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
2025 Q3	–	Sell	-29	Closed	-$752	–	539
2025 Q2	$752	Buy	+29	New	+$738	﹤0.01%	491

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atwood & Palmer's SOBO Position: Q3 2025 in Review

Atwood & Palmer sold out of South Bow Corp (SOBO) in Q3 2025, closing a stake of 29 shares — an estimated $752 sold.

Atwood & Palmer first reported a position in SOBO in Q2 2025 and held it in 1 quarter. The position peaked at $752 in Q2 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

Atwood & Palmer reported no remaining South Bow Corp position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 29 South Bow Corp shares in Q3 2025, an estimated $752.
Atwood & Palmer first reported a position in South Bow Corp in Q2 2025 and held it in 1 quarter.
Atwood & Palmer's South Bow Corp position peaked at $752 in Q2 2025.
293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.