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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Creative Planning's SOBO Position: Q1 2026 in Review

Creative Planning increased its South Bow Corp (SOBO) stake by 0.64% in Q1 2026, buying an estimated $5.31K and bringing the position to 27,507 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Creative Planning first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Creative Planning held 27,507 shares of South Bow Corp worth $917K as of Q1 2026.
Creative Planning bought 175 South Bow Corp shares in Q1 2026, an estimated $5.31K.
South Bow Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2535 holding.
Creative Planning first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.