Creative Planning’s South Bow Corp SOBO Stock Holding History

Creative Planning’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	$969K	Sell	27,506 -1	-0%	-$35	﹤0.01%	2661
2026 Q1	$917K	Buy	27,507 +175	+0.6%	+$5.31K	﹤0.01%	2535
2025 Q4	$751K	Sell	27,332 -852	-3%	-$23.1K	﹤0.01%	2504
2025 Q3	$797K	Buy	28,184 +242	+0.9%	+$6.58K	﹤0.01%	2335
2025 Q2	$724K	Buy	27,942 +20,002	+252%	+$509K	﹤0.01%	2128
2025 Q1	$203K	Buy	7,940 +7,442	+1,494%	+$186K	﹤0.01%	3061
2024 Q4	$11.7K	Buy	+498	New	+$12.2K	﹤0.01%	3378

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

Creative Planning's SOBO Position: Q2 2026 in Review

Creative Planning reduced its South Bow Corp (SOBO) stake by 0% in Q2 2026, selling an estimated $35 and leaving 27,506 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Creative Planning first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Creative Planning held 27,506 shares of South Bow Corp worth $969K as of Q2 2026.
Creative Planning sold 1 South Bow Corp share in Q2 2026, an estimated $35.
South Bow Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2661 holding.
Creative Planning first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.