PS
SOBO

Principal Securities’s South Bow Corp SOBO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-39
Closed -$1.1K – 3659
2025
Q3 		$1.1K Hold
39
– – ﹤0.01% 3389
2025
Q2 		$1.01K Sell
39
-10
-20% -$254 ﹤0.01% 3335
2025
Q1 		$1.16K Hold
49
– – ﹤0.01% 3172
2024
Q4 		$1.16K Buy
+49
New +$1.2K ﹤0.01% 3165

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Principal Securities's SOBO Position: Q4 2025 in Review

Principal Securities sold out of South Bow Corp (SOBO) in Q4 2025, closing a stake of 39 shares — an estimated $1.1K sold.

Principal Securities first reported a position in SOBO in Q4 2024 and held it in 4 quarters. The position peaked at $1.16K in Q1 2025. 281 funds tracked by Wall St. Rank hold SOBO as of Q4 2025.

  • Principal Securities reported no remaining South Bow Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 39 South Bow Corp shares in Q4 2025, an estimated $1.1K.
  • Principal Securities first reported a position in South Bow Corp in Q4 2024 and held it in 4 quarters.
  • Principal Securities's South Bow Corp position peaked at $1.16K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.