KLWA
SOBO

Kelly Lawrence W & Associates’s South Bow Corp SOBO Stock Holding History

Kelly Lawrence W & Associates’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
2025
Q4 		– Sell
-20
Closed -$566 – 160
2025
Q3 		$566 Hold
20
– – ﹤0.01% 159
2025
Q2 		$518 Hold
20
– – ﹤0.01% 157
2025
Q1 		$510 Hold
20
– – ﹤0.01% 162
2024
Q4 		$471 Buy
+20
New +$490 ﹤0.01% 165

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Kelly Lawrence W & Associates's SOBO Position: Q4 2025 in Review

Kelly Lawrence W & Associates sold out of South Bow Corp (SOBO) in Q4 2025, closing a stake of 20 shares — an estimated $566 sold.

Kelly Lawrence W & Associates first reported a position in SOBO in Q4 2024 and held it in 4 quarters. The position peaked at $566 in Q3 2025. 281 funds tracked by Wall St. Rank hold SOBO as of Q4 2025.

  • Kelly Lawrence W & Associates reported no remaining South Bow Corp position as of Q4 2025 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 20 South Bow Corp shares in Q4 2025, an estimated $566.
  • Kelly Lawrence W & Associates first reported a position in South Bow Corp in Q4 2024 and held it in 4 quarters.
  • Kelly Lawrence W & Associates's South Bow Corp position peaked at $566 in Q3 2025.
  • 281 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.