BFC Planning, Inc.’s South Bow Corp SOBO Stock Holding History

BFC Planning, Inc.’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 Q3	$762	Sell	23 -694	-97%	-$25.3K	﹤0.01%	3228
2026 Q2	$25.3K	Buy	717 +94	+15%	+$3.31K	﹤0.01%	1899
2026 Q1	$20.8K	Hold	623	–	–	﹤0.01%	1698
2025 Q4	$17.1K	Sell	623 -91	-13%	-$2.47K	﹤0.01%	1816
2025 Q3	$20.2K	Buy	714 +91	+15%	+$2.47K	﹤0.01%	1579
2025 Q2	$16.1K	Buy	623 +24	+4%	+$611	﹤0.01%	1594
2025 Q1	$15.3K	Buy	599 +253	+73%	+$6.33K	﹤0.01%	1587
2024 Q4	$8.16K	Buy	+346	New	+$8.47K	﹤0.01%	1841

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s SOBO Position: Q3 2026 in Review

BFC Planning, Inc. reduced its South Bow Corp (SOBO) stake by 97% in Q3 2026, selling an estimated $25.3K and leaving 23 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

BFC Planning, Inc. first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.3K in Q2 2026. 243 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

BFC Planning, Inc. held 23 shares of South Bow Corp worth $762 as of Q3 2026.
BFC Planning, Inc. sold 694 South Bow Corp shares in Q3 2026, an estimated $25.3K.
South Bow Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3228 holding.
BFC Planning, Inc. first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
BFC Planning, Inc.'s South Bow Corp position peaked at $25.3K in Q2 2026.
243 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.