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 Q2	$1.83K	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 $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's SOBO Position: Q2 2026 in Review

JFS Wealth Advisors increased its South Bow Corp (SOBO) stake by 8.3% in Q2 2026, buying an estimated $141 and bringing the position to 52 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

JFS Wealth Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

JFS Wealth Advisors held 52 shares of South Bow Corp worth $1.83K as of Q2 2026.
JFS Wealth Advisors bought 4 South Bow Corp shares in Q2 2026, an estimated $141.
South Bow Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1634 holding.
JFS Wealth Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.