CFM
SOBO

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

Cornerstone 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 		$564 Sell
16
-3
-16% -$106 ﹤0.01% 1317
2026
Q1 		$633 Hold
19
– – ﹤0.01% 1090
2025
Q4 		$522 Buy
+19
New +$516 ﹤0.01% 1147

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cornerstone Financial Management reduced its South Bow Corp (SOBO) stake by 16% in Q2 2026, selling an estimated $106 and leaving 16 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Cornerstone Financial Management first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $633 in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Cornerstone Financial Management held 16 shares of South Bow Corp worth $564 as of Q2 2026.
  • Cornerstone Financial Management sold 3 South Bow Corp shares in Q2 2026, an estimated $106.
  • South Bow Corp made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1317 holding.
  • Cornerstone Financial Management first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's South Bow Corp position peaked at $633 in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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