KA
SOBO

Kozak & Associates’s South Bow Corp SOBO Stock Holding History

Kozak & 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
2026
Q2 		– Sell
-2
Closed -$66 – 467
2026
Q1 		$66 Hold
2
– – ﹤0.01% 428
2025
Q4 		$52 Sell
2
-90
-98% -$2.44K ﹤0.01% 417
2025
Q3 		$2.54K Hold
92
– – ﹤0.01% 369
2025
Q2 		$2.41K Hold
92
– – ﹤0.01% 339
2025
Q1 		$2.17K Buy
+92
New +$2.3K ﹤0.01% 362

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

Kozak & Associates's SOBO Position: Q2 2026 in Review

Kozak & Associates sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 2 shares — an estimated $66 sold.

Kozak & Associates first reported a position in SOBO in Q1 2025 and held it in 5 quarters. The position peaked at $2.54K in Q3 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Kozak & Associates reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 2 South Bow Corp shares in Q2 2026, an estimated $66.
  • Kozak & Associates first reported a position in South Bow Corp in Q1 2025 and held it in 5 quarters.
  • Kozak & Associates's South Bow Corp position peaked at $2.54K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.