Key Financial Inc’s South Bow Corp SOBO Stock Holding History

Key Financial Inc’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	$141	Hold	4	–	–	﹤0.01%	1313
2026 Q1	$133	Hold	4	–	–	﹤0.01%	1353
2025 Q4	$110	Hold	4	–	–	﹤0.01%	1406
2025 Q3	$112	Hold	4	–	–	﹤0.01%	1424
2025 Q2	$104	Hold	4	–	–	﹤0.01%	1399
2025 Q1	$102	Hold	4	–	–	﹤0.01%	1358
2024 Q4	$94	Buy	+4	New	+$98	﹤0.01%	1359

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

Key Financial Inc's SOBO Position: Q2 2026 in Review

Key Financial Inc held its South Bow Corp (SOBO) position steady in Q2 2026 at 4 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Key Financial Inc first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Key Financial Inc held 4 shares of South Bow Corp worth $141 as of Q2 2026.
Key Financial Inc left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1313 holding.
Key Financial Inc first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.