APW
SOBO

Aventura Private Wealth’s South Bow Corp SOBO Stock Holding History

Aventura Private Wealth’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 		$8.67K Hold
246
– – ﹤0.01% 618
2026
Q1 		$8.2K Hold
246
– – ﹤0.01% 571
2025
Q4 		$6.76K Sell
246
-40
-14% -$1.09K ﹤0.01% 557
2025
Q3 		$8.08K Sell
286
-23
-7% -$625 ﹤0.01% 523
2025
Q2 		$8K Sell
309
-100
-24% -$2.54K ﹤0.01% 498
2025
Q1 		$10.4K Sell
409
-95
-19% -$2.38K 0.01% 440
2024
Q4 		$11.9K Buy
+504
New +$12.3K 0.01% 418

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aventura Private Wealth's SOBO Position: Q2 2026 in Review

Aventura Private Wealth held its South Bow Corp (SOBO) position steady in Q2 2026 at 246 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Aventura Private Wealth first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Aventura Private Wealth held 246 shares of South Bow Corp worth $8.67K as of Q2 2026.
  • Aventura Private Wealth left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #618 holding.
  • Aventura Private Wealth first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's South Bow Corp position peaked at $11.9K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.