Carson Wealth (CWM LLC)’s South Bow Corp SOBO Stock Holding History

Carson Wealth (CWM 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	$7.76K	Sell	233 -97	-29%	-$2.94K	﹤0.01%	4876
2025 Q4	$9K	Sell	330 -127	-28%	-$3.45K	﹤0.01%	4615
2025 Q3	$13K	Buy	457 +92	+25%	+$2.5K	﹤0.01%	4376
2025 Q2	$9K	Sell	365 -28	-7%	-$712	﹤0.01%	4376
2025 Q1	$10K	Sell	393 -104	-21%	-$2.6K	﹤0.01%	4128
2024 Q4	$12K	Buy	+497	New	+$12.2K	﹤0.01%	3791

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOBO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its South Bow Corp (SOBO) stake by 29% in Q1 2026, selling an estimated $2.94K and leaving 233 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4876.

Carson Wealth (CWM LLC) first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13K in Q3 2025. 302 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Carson Wealth (CWM LLC) held 233 shares of South Bow Corp worth $7.76K as of Q1 2026.
Carson Wealth (CWM LLC) sold 97 South Bow Corp shares in Q1 2026, an estimated $2.94K.
South Bow Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4876 holding.
Carson Wealth (CWM LLC) first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s South Bow Corp position peaked at $13K in Q3 2025.
302 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.