PWAM
SOBO

Private Wealth Asset Management’s South Bow Corp SOBO Stock Holding History

Private Wealth Asset Management’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
-3
Closed -$85 – 1150
2025
Q3 		$85 Hold
3
– – ﹤0.01% 1084
2025
Q2 		$78 Hold
3
– – ﹤0.01% 1077
2025
Q1 		$77 Buy
+3
New +$75 ﹤0.01% 1172

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

Private Wealth Asset Management's SOBO Position: Q4 2025 in Review

Private Wealth Asset Management sold out of South Bow Corp (SOBO) in Q4 2025, closing a stake of 3 shares — an estimated $85 sold.

Private Wealth Asset Management first reported a position in SOBO in Q1 2025 and held it in 3 quarters. The position peaked at $85 in Q3 2025. 281 funds tracked by Wall St. Rank hold SOBO as of Q4 2025.

  • Private Wealth Asset Management reported no remaining South Bow Corp position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 South Bow Corp shares in Q4 2025, an estimated $85.
  • Private Wealth Asset Management first reported a position in South Bow Corp in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's South Bow Corp position peaked at $85 in Q3 2025.
  • 281 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.