Bartlett & Co Wealth Management’s South Bow Corp SOBO Stock Holding History

Bartlett & Co Wealth Management’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	$7.93K	Hold	222	–	–	﹤0.01%	1026
2026 Q1	$7.81K	Hold	222	–	–	﹤0.01%	957
2025 Q4	$6.21K	Hold	222	–	–	﹤0.01%	985
2025 Q3	$6.39K	Hold	222	–	–	﹤0.01%	972
2025 Q2	$5.86K	Hold	222	–	–	﹤0.01%	974
2025 Q1	$5.78K	Hold	222	–	–	﹤0.01%	972
2024 Q4	$5.23K	Buy	+222	New	+$5.43K	﹤0.01%	968

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

Bartlett & Co Wealth Management's SOBO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 222 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Bartlett & Co Wealth Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Bartlett & Co Wealth Management held 222 shares of South Bow Corp worth $7.93K as of Q2 2026.
Bartlett & Co Wealth Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1026 holding.
Bartlett & Co Wealth Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.