GAFA
SOBO

Garton & Associates Financial Advisors’s South Bow Corp SOBO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-35
Closed -$961 – 736
2025
Q4 		$961 Buy
+35
New +$951 ﹤0.01% 1138

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Garton & Associates Financial Advisors's SOBO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of South Bow Corp (SOBO) in Q1 2026, closing a stake of 35 shares — an estimated $961 sold.

Garton & Associates Financial Advisors first reported a position in SOBO in Q4 2025 and held it in 1 quarter. The position peaked at $961 in Q4 2025. 302 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining South Bow Corp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 35 South Bow Corp shares in Q1 2026, an estimated $961.
  • Garton & Associates Financial Advisors first reported a position in South Bow Corp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's South Bow Corp position peaked at $961 in Q4 2025.
  • 302 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.