JNBA Financial Advisors’s South Bow Corp SOBO Stock Holding History

JNBA Financial 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	$1.09K	Hold	31	–	–	﹤0.01%	767
2026 Q1	$1.03K	Hold	31	–	–	﹤0.01%	785
2025 Q4	$852	Hold	31	–	–	﹤0.01%	752
2025 Q3	$877	Hold	31	–	–	﹤0.01%	625
2025 Q2	$804	Hold	31	–	–	﹤0.01%	628
2025 Q1	$792	Hold	31	–	–	﹤0.01%	624
2024 Q4	$731	Buy	+31	New	+$759	﹤0.01%	627

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

JNBA Financial Advisors's SOBO Position: Q2 2026 in Review

JNBA Financial Advisors held its South Bow Corp (SOBO) position steady in Q2 2026 at 31 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

JNBA Financial 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.

JNBA Financial Advisors held 31 shares of South Bow Corp worth $1.09K as of Q2 2026.
JNBA Financial Advisors left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #767 holding.
JNBA Financial 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 JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.