Institute for Wealth Management’s South Bow Corp SOBO Stock Holding History

Institute for 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
2026 Q2	$318	Buy	+9	New	+$317	﹤0.01%	1718

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Institute for Wealth Management's SOBO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in South Bow Corp (SOBO) in Q2 2026: 9 shares worth $318. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings.

132 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Institute for Wealth Management held 9 shares of South Bow Corp worth $318 as of Q2 2026.
South Bow Corp was a new Institute for Wealth Management position in Q2 2026.
South Bow Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1718 holding.
132 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.