Physician Wealth Advisors’s South Bow Corp SOBO Stock Holding History

Physician Wealth Advisors’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	$25.2K	Buy	715 +15	+2%	+$528	﹤0.01%	599
2026 Q1	$23.3K	Hold	700	–	–	﹤0.01%	580
2025 Q4	$19.2K	Hold	700	–	–	﹤0.01%	597
2025 Q3	$19.8K	Sell	700 -109	-13%	-$2.96K	﹤0.01%	578
2025 Q2	$21K	Hold	809	–	–	﹤0.01%	504
2025 Q1	$20.6K	Hold	809	–	–	﹤0.01%	477
2024 Q4	$19.1K	Buy	+809	New	+$19.8K	﹤0.01%	519

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Physician Wealth Advisors's SOBO Position: Q2 2026 in Review

Physician Wealth Advisors increased its South Bow Corp (SOBO) stake by 2.1% in Q2 2026, buying an estimated $528 and bringing the position to 715 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Physician Wealth Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Physician Wealth Advisors held 715 shares of South Bow Corp worth $25.2K as of Q2 2026.
Physician Wealth Advisors bought 15 South Bow Corp shares in Q2 2026, an estimated $528.
South Bow Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #599 holding.
Physician Wealth Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.