Commonwealth Equity Services’s South Bow Corp SOBO Stock Holding History

Commonwealth Equity 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	$2.5M	Sell	70,993 -424	-0.6%	-$14.9K	﹤0.01%	1917
2026 Q1	$2.38M	Sell	71,417 -276	-0.4%	-$8.38K	﹤0.01%	1859
2025 Q4	$1.97M	Buy	71,693 +656	+0.9%	+$17.8K	﹤0.01%	1997
2025 Q3	$2.01M	Buy	71,037 +2,216	+3%	+$60.2K	﹤0.01%	1983
2025 Q2	$1.78M	Buy	68,821 +1,172	+2%	+$29.8K	﹤0.01%	2070
2025 Q1	$1.73M	Buy	67,649 +47,208	+231%	+$1.18M	﹤0.01%	2021
2024 Q4	$482K	Buy	+20,441	New	+$500K	﹤0.01%	2981

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

Commonwealth Equity Services's SOBO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its South Bow Corp (SOBO) stake by 0.59% in Q2 2026, selling an estimated $14.9K and leaving 70,993 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Commonwealth Equity 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.

Commonwealth Equity Services held 70,993 shares of South Bow Corp worth $2.5M as of Q2 2026.
Commonwealth Equity Services sold 424 South Bow Corp shares in Q2 2026, an estimated $14.9K.
South Bow Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1917 holding.
Commonwealth Equity 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.