GIM
SOBO

Gold Investment Management’s South Bow Corp SOBO Stock Holding History

Gold Investment 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 		$6.2K Hold
176
– – ﹤0.01% 175
2026
Q1 		$5.85K Hold
176
– – ﹤0.01% 176
2025
Q4 		$4.84K Sell
176
-41
-19% -$1.11K ﹤0.01% 183
2025
Q3 		$6.14K Hold
217
– – ﹤0.01% 176
2025
Q2 		$5.63K Sell
217
-1
-0.5% -$25 ﹤0.01% 179
2025
Q1 		$5.57K Hold
218
– – ﹤0.01% 186
2024
Q4 		$5.14K Buy
+218
New +$5.34K ﹤0.01% 184

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

Gold Investment Management's SOBO Position: Q2 2026 in Review

Gold Investment Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 176 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Gold Investment Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Gold Investment Management held 176 shares of South Bow Corp worth $6.2K as of Q2 2026.
  • Gold Investment Management left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #175 holding.
  • Gold Investment Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.