PWPS
SOBO

Pinnacle Wealth Planning Services’s South Bow Corp SOBO Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.2K Hold
34
– – ﹤0.01% 2557
2026
Q1 		$1.13K Hold
34
– – ﹤0.01% 2534
2025
Q4 		$934 Buy
+34
New +$924 ﹤0.01% 2595

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's SOBO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its South Bow Corp (SOBO) position steady in Q2 2026 at 34 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Pinnacle Wealth Planning Services first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 34 shares of South Bow Corp worth $1.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2557 holding.
  • Pinnacle Wealth Planning Services first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.