EverSource Wealth Advisors’s South Bow Corp SOBO Stock Holding History

EverSource Wealth Advisors’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	$39.6K	Sell	1,124 -769	-41%	-$27.1K	﹤0.01%	1929
2026 Q1	$63.1K	Buy	1,893 +831	+78%	+$25.2K	﹤0.01%	1733
2025 Q4	$29.2K	Buy	1,062 +7	+0.7%	+$190	﹤0.01%	2132
2025 Q3	$29.8K	Buy	1,055 +645	+157%	+$17.5K	﹤0.01%	2063
2025 Q2	$10.6K	Sell	410 -100	-20%	-$2.54K	﹤0.01%	2769
2025 Q1	$13K	Buy	510 +53	+12%	+$1.33K	﹤0.01%	1958
2024 Q4	$10.8K	Buy	+457	New	+$11.2K	﹤0.01%	1953

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

EverSource Wealth Advisors's SOBO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its South Bow Corp (SOBO) stake by 41% in Q2 2026, selling an estimated $27.1K and leaving 1,124 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

EverSource Wealth Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.1K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

EverSource Wealth Advisors held 1,124 shares of South Bow Corp worth $39.6K as of Q2 2026.
EverSource Wealth Advisors sold 769 South Bow Corp shares in Q2 2026, an estimated $27.1K.
South Bow Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1929 holding.
EverSource Wealth Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's South Bow Corp position peaked at $63.1K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.