HAI
SOBO

Hennessy Advisors Inc’s South Bow Corp SOBO Stock Holding History

Hennessy Advisors Inc’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
Q2 		– Sell
-11,910
Closed -$304K – 393
2025
Q1 		$304K Buy
11,910
+210
+2% +$5.25K 0.01% 285
2024
Q4 		$276K Buy
+11,700
New +$286K 0.01% 298

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Hennessy Advisors Inc's SOBO Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 11,910 shares — an estimated $304K sold.

Hennessy Advisors Inc first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $304K in Q1 2025. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

  • Hennessy Advisors Inc reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 11,910 South Bow Corp shares in Q2 2025, an estimated $304K.
  • Hennessy Advisors Inc first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
  • Hennessy Advisors Inc's South Bow Corp position peaked at $304K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.