LPL Financial’s South Bow Corp SOBO Stock Holding History

LPL Financial’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	$1.6M	Buy	45,425 +1,101	+2%	+$38.8K	﹤0.01%	3994
2026 Q1	$1.48M	Buy	44,324 +5,825	+15%	+$177K	﹤0.01%	3802
2025 Q4	$1.06M	Buy	38,499 +615	+2%	+$16.7K	﹤0.01%	4025
2025 Q3	$1.07M	Buy	37,884 +6,484	+21%	+$176K	﹤0.01%	3934
2025 Q2	$814K	Buy	31,400 +14,241	+83%	+$362K	﹤0.01%	3935
2025 Q1	$438K	Sell	17,159 -6,741	-28%	-$169K	﹤0.01%	4294
2024 Q4	$563K	Buy	+23,900	New	+$585K	﹤0.01%	4000

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

LPL Financial's SOBO Position: Q2 2026 in Review

LPL Financial increased its South Bow Corp (SOBO) stake by 2.5% in Q2 2026, buying an estimated $38.8K and bringing the position to 45,425 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3994.

LPL Financial 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.

LPL Financial held 45,425 shares of South Bow Corp worth $1.6M as of Q2 2026.
LPL Financial bought 1,101 South Bow Corp shares in Q2 2026, an estimated $38.8K.
South Bow Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3994 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.