HWM
SOBO

Hemington Wealth Management’s South Bow Corp SOBO Stock Holding History

Hemington 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
2025
Q3 		$2K Hold
79
– – ﹤0.01% 1393
2025
Q2 		$2K Hold
79
– – ﹤0.01% 1372
2025
Q1 		$2K Hold
79
– – ﹤0.01% 1351
2024
Q4 		$1K Buy
+79
New +$1.93K ﹤0.01% 1510

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hemington Wealth Management's SOBO Position: Q3 2025 in Review

Hemington Wealth Management held its South Bow Corp (SOBO) position steady in Q3 2025 at 79 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Hemington Wealth Management first reported a position in SOBO in Q4 2024 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

  • Hemington Wealth Management held 79 shares of South Bow Corp worth $2K as of Q3 2025.
  • Hemington Wealth Management left its South Bow Corp share count unchanged in Q3 2025.
  • South Bow Corp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1393 holding.
  • Hemington Wealth Management first reported a position in South Bow Corp in Q4 2024 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.