Aviso Financial’s South Bow Corp SOBO Stock Holding History

Aviso 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	$2.08K	Sell	59 -6,189	-99%	-$218K	﹤0.01%	256
2026 Q1	$208K	Buy	6,248 +973	+18%	+$29.5K	0.01%	217
2025 Q4	$145K	Buy	5,275 +75	+1%	+$2.04K	0.01%	228
2025 Q3	$147K	Buy	5,200 +394	+8%	+$10.7K	0.01%	237
2025 Q2	$125K	Buy	4,806 +304	+7%	+$7.73K	0.01%	241
2025 Q1	$115K	Sell	4,502 -369	-8%	-$9.23K	0.01%	241
2024 Q4	$115K	Buy	+4,871	New	+$119K	0.01%	251

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

Aviso Financial's SOBO Position: Q2 2026 in Review

Aviso Financial reduced its South Bow Corp (SOBO) stake by 99% in Q2 2026, selling an estimated $218K and leaving 59 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Aviso Financial first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $208K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Aviso Financial held 59 shares of South Bow Corp worth $2.08K as of Q2 2026.
Aviso Financial sold 6,189 South Bow Corp shares in Q2 2026, an estimated $218K.
South Bow Corp made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #256 holding.
Aviso Financial first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Aviso Financial's South Bow Corp position peaked at $208K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.