Larson Financial Group’s South Bow Corp SOBO Stock Holding History

Larson Financial Group’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	$22K	Buy	624 +109	+21%	+$3.84K	﹤0.01%	1958
2026 Q1	$17.2K	Buy	515 +215	+72%	+$6.53K	﹤0.01%	1932
2025 Q4	$8.24K	Buy	300 +167	+126%	+$4.54K	﹤0.01%	2228
2025 Q3	$3.76K	Buy	133 +106	+393%	+$2.88K	﹤0.01%	2461
2025 Q2	$700	Buy	27 +6	+29%	+$153	﹤0.01%	2761
2025 Q1	$536	Hold	21	–	–	﹤0.01%	2559
2024 Q4	$495	Buy	+21	New	+$514	﹤0.01%	2201

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

Larson Financial Group's SOBO Position: Q2 2026 in Review

Larson Financial Group increased its South Bow Corp (SOBO) stake by 21% in Q2 2026, buying an estimated $3.84K and bringing the position to 624 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Larson Financial Group 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.

Larson Financial Group held 624 shares of South Bow Corp worth $22K as of Q2 2026.
Larson Financial Group bought 109 South Bow Corp shares in Q2 2026, an estimated $3.84K.
South Bow Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1958 holding.
Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.