Olistico Wealth’s South Bow Corp SOBO Stock Holding History

Olistico Wealth’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	$9.86K	Hold	280	–	–	﹤0.01%	247
2026 Q1	$9.29K	Hold	280	–	–	﹤0.01%	258
2025 Q4	$7.71K	Buy	+280	New	+$7.61K	﹤0.01%	268
2025 Q3	–	Sell	-280	Closed	-$7.25K	–	363
2025 Q2	$7.25K	Hold	280	–	–	﹤0.01%	279
2025 Q1	$7.15K	Buy	+280	New	+$7.01K	﹤0.01%	266

Other funds holding SOBO

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return