BWL
SOBO

Bogart Wealth LLC’s South Bow Corp SOBO Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-228
Closed -$6.26K – 1910
2025
Q4 		$6.26K Hold
228
– – ﹤0.01% 949
2025
Q3 		$6.45K Hold
228
– – ﹤0.01% 922
2025
Q2 		$5.91K Hold
228
– – ﹤0.01% 904
2025
Q1 		$5.82K Hold
228
– – ﹤0.01% 873
2024
Q4 		$5.37K Buy
+228
New +$5.58K ﹤0.01% 865

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bogart Wealth LLC's SOBO Position: Q1 2026 in Review

Bogart Wealth LLC sold out of South Bow Corp (SOBO) in Q1 2026, closing a stake of 228 shares — an estimated $6.26K sold.

Bogart Wealth LLC first reported a position in SOBO in Q4 2024 and held it in 5 quarters. The position peaked at $6.45K in Q3 2025. 302 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Bogart Wealth LLC reported no remaining South Bow Corp position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 228 South Bow Corp shares in Q1 2026, an estimated $6.26K.
  • Bogart Wealth LLC first reported a position in South Bow Corp in Q4 2024 and held it in 5 quarters.
  • Bogart Wealth LLC's South Bow Corp position peaked at $6.45K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.