CGC Financial Services’s South Bow Corp SOBO Stock Holding History

CGC Financial Services’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	$2.01K	Hold	57	–	–	﹤0.01%	292
2026 Q1	$1.9K	Hold	57	–	–	﹤0.01%	285
2025 Q4	$1.57K	Hold	57	–	–	﹤0.01%	300
2025 Q3	$1.61K	Hold	57	–	–	﹤0.01%	296
2025 Q2	$1.48K	Hold	57	–	–	﹤0.01%	287
2025 Q1	$1.46K	Hold	57	–	–	﹤0.01%	280
2024 Q4	$1.34K	Buy	+57	New	+$1.4K	﹤0.01%	294

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

CGC Financial Services's SOBO Position: Q2 2026 in Review

CGC Financial Services held its South Bow Corp (SOBO) position steady in Q2 2026 at 57 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

CGC Financial Services 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.

CGC Financial Services held 57 shares of South Bow Corp worth $2.01K as of Q2 2026.
CGC Financial Services left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #292 holding.
CGC Financial Services 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 CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.