Guardian Partners’s South Bow Corp SOBO Stock Holding History

Guardian 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	$398K	Sell	11,311 -2,626	-19%	-$92.4K	0.04%	161
2026 Q1	$463K	Sell	13,937 -24	-0.2%	-$729	0.04%	147
2025 Q4	$399K	Sell	13,961 -353	-2%	-$9.59K	0.03%	168
2025 Q3	$401K	Sell	14,314 -1,481	-9%	-$40.3K	0.03%	143
2025 Q2	$415K	Sell	15,795 -2,180	-12%	-$55.5K	0.04%	145
2025 Q1	$430K	Sell	17,975 -11,683	-39%	-$292K	0.04%	132
2024 Q4	$690K	Buy	+29,658	New	+$726K	0.07%	117

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

Guardian Partners's SOBO Position: Q2 2026 in Review

Guardian Partners reduced its South Bow Corp (SOBO) stake by 19% in Q2 2026, selling an estimated $92.4K and leaving 11,311 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #161.

Guardian Partners first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $690K in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Guardian Partners held 11,311 shares of South Bow Corp worth $398K as of Q2 2026.
Guardian Partners sold 2,626 South Bow Corp shares in Q2 2026, an estimated $92.4K.
South Bow Corp made up 0.04% of Guardian Partners's portfolio in Q2 2026, its #161 holding.
Guardian Partners first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's South Bow Corp position peaked at $690K in Q4 2024.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.