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

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

Olistico Wealth's SOBO Position: Q2 2026 in Review

Olistico Wealth held its South Bow Corp (SOBO) position steady in Q2 2026 at 280 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Olistico Wealth first reported a position in SOBO in Q1 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Olistico Wealth held 280 shares of South Bow Corp worth $9.86K as of Q2 2026.
Olistico Wealth left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #247 holding.
Olistico Wealth first reported a position in South Bow Corp in Q1 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.