Key Financial Inc
SOBO icon

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
Q3 		$133 Hold
4
– – ﹤0.01% 1277
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Key Financial Inc's SOBO Position: Q3 2026 in Review

Key Financial Inc held its South Bow Corp (SOBO) position steady in Q3 2026 at 4 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Key Financial Inc first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $141 in Q2 2026. 169 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Key Financial Inc held 4 shares of South Bow Corp worth $133 as of Q3 2026.
  • Key Financial Inc left its South Bow Corp share count unchanged in Q3 2026.
  • South Bow Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1277 holding.
  • Key Financial Inc first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
  • Key Financial Inc's South Bow Corp position peaked at $141 in Q2 2026.
  • 169 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.