Gilpin Wealth Management’s South Bow Corp SOBO Stock Holding History

Gilpin Wealth Management’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	$2.75K	Hold	78	–	–	﹤0.01%	418
2026 Q1	$2.6K	Sell	78 -324	-81%	-$9.84K	﹤0.01%	408
2025 Q4	$11K	Buy	+402	New	+$10.9K	0.01%	277

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

Gilpin Wealth Management's SOBO Position: Q2 2026 in Review

Gilpin Wealth Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 78 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Gilpin Wealth Management first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q4 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Gilpin Wealth Management held 78 shares of South Bow Corp worth $2.75K as of Q2 2026.
Gilpin Wealth Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #418 holding.
Gilpin Wealth Management first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's South Bow Corp position peaked at $11K in Q4 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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