JFS Wealth Advisors’s South Bow Corp SOBO Stock Holding History

JFS Wealth 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 Q3	$1.72K	Hold	52	–	–	﹤0.01%	1641
2026 Q2	$1.84K	Buy	52 +4	+8%	+$141	﹤0.01%	1634
2026 Q1	$1.6K	Sell	48 -10	-17%	-$304	﹤0.01%	1571
2025 Q4	$1.59K	Hold	58	–	–	﹤0.01%	1611
2025 Q3	$1.64K	Hold	58	–	–	﹤0.01%	1489
2025 Q2	$1.5K	Hold	58	–	–	﹤0.01%	1469
2025 Q1	$1.48K	Hold	58	–	–	﹤0.01%	1568
2024 Q4	$1.37K	Buy	+58	New	+$1.42K	﹤0.01%	1611

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

JFS Wealth Advisors's SOBO Position: Q3 2026 in Review

JFS Wealth Advisors held its South Bow Corp (SOBO) position steady in Q3 2026 at 52 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

JFS Wealth Advisors first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.84K in Q2 2026. 169 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

JFS Wealth Advisors held 52 shares of South Bow Corp worth $1.72K as of Q3 2026.
JFS Wealth Advisors left its South Bow Corp share count unchanged in Q3 2026.
South Bow Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1641 holding.
JFS Wealth Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's South Bow Corp position peaked at $1.84K in Q2 2026.
169 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.