Clearstead Advisors’s South Bow Corp SOBO Stock Holding History

Clearstead Advisors’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	$26K	Buy	+737	New	+$25.9K	﹤0.01%	1719
2026 Q1	–	Sell	-2,150	Closed	-$59.1K	–	2890
2025 Q4	$59.1K	Buy	2,150 +1,415	+193%	+$38.4K	﹤0.01%	1326
2025 Q3	$20.8K	Hold	735	–	–	﹤0.01%	1628
2025 Q2	$19K	Buy	+735	New	+$18.7K	﹤0.01%	1642

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

Clearstead Advisors's SOBO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in South Bow Corp (SOBO) in Q2 2026: 737 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SOBO as recently as Q4 2025.

Clearstead Advisors first reported a position in SOBO in Q2 2025 and has held it in 4 quarters since. The position peaked at $59.1K in Q4 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Clearstead Advisors held 737 shares of South Bow Corp worth $26K as of Q2 2026.
South Bow Corp was a new Clearstead Advisors position in Q2 2026.
South Bow Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1719 holding.
Clearstead Advisors first reported a position in South Bow Corp in Q2 2025 and has held it in 4 quarters since.
Clearstead Advisors's South Bow Corp position peaked at $59.1K in Q4 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.