COMPASS FINANCIAL MANAGEMENT LLC’s South Bow Corp SOBO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$17.4K	Buy	+480	New	+$16.9K	﹤0.01%	932

Other funds holding SOBO

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SOBO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in South Bow Corp (SOBO) in Q2 2026: 480 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings.

206 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 480 shares of South Bow Corp worth $17.4K as of Q2 2026.
South Bow Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
South Bow Corp made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #932 holding.
206 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.