Golden State Wealth Management’s South Bow Corp SOBO Stock Holding History

Golden State 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	$176	Hold	5	–	–	﹤0.01%	1574
2026 Q1	$167	Hold	5	–	–	﹤0.01%	1560
2025 Q4	$137	Sell	5 -29	-85%	-$788	﹤0.01%	1637
2025 Q3	$961	Hold	34	–	–	﹤0.01%	1510
2025 Q2	$881	Sell	34 -15	-31%	-$382	﹤0.01%	1447
2025 Q1	$1.25K	Sell	49 -17	-26%	-$425	﹤0.01%	1393
2024 Q4	$1.56K	Buy	+66	New	+$1.62K	﹤0.01%	1287

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

Golden State Wealth Management's SOBO Position: Q2 2026 in Review

Golden State Wealth Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 5 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Golden State Wealth Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56K in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Golden State Wealth Management held 5 shares of South Bow Corp worth $176 as of Q2 2026.
Golden State Wealth Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1574 holding.
Golden State Wealth Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's South Bow Corp position peaked at $1.56K in Q4 2024.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.