GRP
SOBO

Global Retirement Partners’s South Bow Corp SOBO Stock Holding History

Global Retirement Partners’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 		$8.46K Buy
+240
New +$8.45K ﹤0.01% 3469
2025
Q4 		$7.69K Sell
280
-30
-10% -$815 ﹤0.01% 3266
2025
Q3 		$8.78K Sell
310
-34
-10% -$924 ﹤0.01% 2748
2025
Q2 		$8.92K Buy
+344
New +$8.75K ﹤0.01% 2658
2024
Q4 		$9.9K Buy
+420
New +$10.3K ﹤0.01% 2404

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Retirement Partners's SOBO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in South Bow Corp (SOBO) in Q2 2026: 240 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #3469 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SOBO as recently as Q4 2025.

Global Retirement Partners first reported a position in SOBO in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.9K in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Global Retirement Partners held 240 shares of South Bow Corp worth $8.46K as of Q2 2026.
  • South Bow Corp was a new Global Retirement Partners position in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3469 holding.
  • Global Retirement Partners first reported a position in South Bow Corp in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's South Bow Corp position peaked at $9.9K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.