Cardinal Point Capital Management’s South Bow Corp SOBO Stock Holding History

Cardinal Point Capital 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	$679K	Buy	19,307 +400	+2%	+$14.1K	0.04%	158
2026 Q1	$628K	Hold	18,907	–	–	0.04%	158
2025 Q4	$521K	Sell	18,907 -561	-3%	-$15.2K	0.03%	156
2025 Q3	$551K	Hold	19,468	–	–	0.04%	145
2025 Q2	$504K	Sell	19,468 -2,291	-11%	-$58.3K	0.04%	145
2025 Q1	$538K	Buy	+21,759	New	+$544K	0.05%	112

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

Cardinal Point Capital Management's SOBO Position: Q2 2026 in Review

Cardinal Point Capital Management increased its South Bow Corp (SOBO) stake by 2.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 19,307 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #158.

Cardinal Point Capital Management first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Cardinal Point Capital Management held 19,307 shares of South Bow Corp worth $679K as of Q2 2026.
Cardinal Point Capital Management bought 400 South Bow Corp shares in Q2 2026, an estimated $14.1K.
South Bow Corp made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #158 holding.
Cardinal Point Capital Management first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.