Compass Financial Management’s South Bow Corp SOBO Stock Holding History

Compass Financial Management’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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Compass Financial Management's SOBO Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.