IA
SOBO

IFP Advisors’s South Bow Corp SOBO Stock Holding History

IFP Advisors’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 		$28.6K Sell
811
-683
-46% -$24K ﹤0.01% 2745
2026
Q1 		$49.8K Buy
1,494
+227
+18% +$6.89K ﹤0.01% 2247
2025
Q4 		$34.8K Buy
1,267
+61
+5% +$1.66K ﹤0.01% 2404
2025
Q3 		$34.1K Buy
1,206
+1,069
+780% +$29.1K ﹤0.01% 2279
2025
Q2 		$3.57K Sell
137
-121
-47% -$3.08K ﹤0.01% 3603
2025
Q1 		$6.59K Sell
258
-20
-7% -$500 ﹤0.01% 2726
2024
Q4 		$6.55K Buy
+278
New +$6.81K ﹤0.01% 2694

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IFP Advisors's SOBO Position: Q2 2026 in Review

IFP Advisors reduced its South Bow Corp (SOBO) stake by 46% in Q2 2026, selling an estimated $24K and leaving 811 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

IFP Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.8K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • IFP Advisors held 811 shares of South Bow Corp worth $28.6K as of Q2 2026.
  • IFP Advisors sold 683 South Bow Corp shares in Q2 2026, an estimated $24K.
  • South Bow Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2745 holding.
  • IFP Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's South Bow Corp position peaked at $49.8K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.