Harbor Asset Planning
SOBO icon

Harbor Asset Planning’s South Bow Corp SOBO Stock Holding History

Harbor Asset Planning’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
Q3 		$5.83K Hold
176
– – ﹤0.01% 370
2026
Q2 		$6.2K Hold
176
– – ﹤0.01% 366
2026
Q1 		$5.86K Hold
176
– – ﹤0.01% 372
2025
Q4 		$4.84K Hold
176
– – ﹤0.01% 384
2025
Q3 		$4.98K Hold
176
– – ﹤0.01% 364
2025
Q2 		$4.56K Buy
+176
New +$4.48K ﹤0.01% 365

Other funds holding SOBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Heathbridge Capital Management
Heathbridge Capital Management Toronto, Ontario, Canada $300M AUM 14.01% 1-Year Est. Return
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System Baltimore, Maryland $6.31B AUM 29.02% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Harbor Asset Planning's SOBO Position: Q3 2026 in Review

Harbor Asset Planning held its South Bow Corp (SOBO) position steady in Q3 2026 at 176 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Harbor Asset Planning first reported a position in SOBO in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.2K in Q2 2026. 117 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Harbor Asset Planning held 176 shares of South Bow Corp worth $5.83K as of Q3 2026.
  • Harbor Asset Planning left its South Bow Corp share count unchanged in Q3 2026.
  • South Bow Corp made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #370 holding.
  • Harbor Asset Planning first reported a position in South Bow Corp in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's South Bow Corp position peaked at $6.2K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.