Fortitude Family Office’s South Bow Corp SOBO Stock Holding History

Fortitude Family Office’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	$70	Hold	2	–	–	﹤0.01%	2191
2026 Q1	$67	Hold	2	–	–	﹤0.01%	1875
2025 Q4	$55	Hold	2	–	–	﹤0.01%	1907
2025 Q3	$57	Hold	2	–	–	﹤0.01%	1968
2025 Q2	$52	Sell	2 -23	-92%	-$585	﹤0.01%	2014
2025 Q1	$638	Buy	+25	New	+$626	﹤0.01%	1066

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

Fortitude Family Office's SOBO Position: Q2 2026 in Review

Fortitude Family Office held its South Bow Corp (SOBO) position steady in Q2 2026 at 2 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Fortitude Family Office first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $638 in Q1 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Fortitude Family Office held 2 shares of South Bow Corp worth $70 as of Q2 2026.
Fortitude Family Office left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2191 holding.
Fortitude Family Office first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
Fortitude Family Office's South Bow Corp position peaked at $638 in Q1 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.