Jones Financial Companies
SOBO

Jones Financial Companies’s South Bow Corp SOBO Stock Holding History

Jones Financial Companies’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 		$1.2M Buy
32,708
+6,560
+25% +$231K ﹤0.01% 1807
2026
Q1 		$894K Buy
26,148
+7,188
+38% +$218K ﹤0.01% 1764
2025
Q4 		$521K Buy
18,960
+3,425
+22% +$93K ﹤0.01% 1505
2025
Q3 		$440K Buy
15,535
+1,164
+8% +$31.6K ﹤0.01% 1448
2025
Q2 		$373K Buy
14,371
+515
+4% +$13.1K ﹤0.01% 1396
2025
Q1 		$363K Buy
13,856
+1,989
+17% +$49.8K ﹤0.01% 1261
2024
Q4 		$280K Buy
+11,867
New +$291K ﹤0.01% 1201

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

Jones Financial Companies's SOBO Position: Q2 2026 in Review

Jones Financial Companies increased its South Bow Corp (SOBO) stake by 25% in Q2 2026, buying an estimated $231K and bringing the position to 32,708 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Jones Financial Companies 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.

  • Jones Financial Companies held 32,708 shares of South Bow Corp worth $1.2M as of Q2 2026.
  • Jones Financial Companies bought 6,560 South Bow Corp shares in Q2 2026, an estimated $231K.
  • South Bow Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1807 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.