Basecamp Wealth Advisors’s South Bow Corp SOBO Stock Holding History

Basecamp Wealth Advisors’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	$14.7K	Hold	418	–	–	﹤0.01%	915
2026 Q1	$13.9K	Sell	418 -18	-4%	-$547	﹤0.01%	930
2025 Q4	$12K	Buy	+436	New	+$11.8K	﹤0.01%	920

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

Basecamp Wealth Advisors's SOBO Position: Q2 2026 in Review

Basecamp Wealth Advisors held its South Bow Corp (SOBO) position steady in Q2 2026 at 418 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Basecamp Wealth Advisors first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Basecamp Wealth Advisors held 418 shares of South Bow Corp worth $14.7K as of Q2 2026.
Basecamp Wealth Advisors left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #915 holding.
Basecamp Wealth Advisors first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.