PUI
SOBO

Purpose Unlimited Inc’s South Bow Corp SOBO Stock Holding History

Purpose Unlimited Inc’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 		$6.26M Sell
177,796
-17,998
-9% -$634K 0.24% 64
2026
Q1 		$6.51M Sell
195,794
-26,499
-12% -$805K 0.27% 67
2025
Q4 		$6.11M Buy
+222,293
New +$6.04M 0.28% 65

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

Purpose Unlimited Inc's SOBO Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its South Bow Corp (SOBO) stake by 9.2% in Q2 2026, selling an estimated $634K and leaving 177,796 shares worth $6.26M. The position accounts for 0.24% of the portfolio, ranked #64.

Purpose Unlimited Inc first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.51M in Q1 2026. 305 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Purpose Unlimited Inc held 177,796 shares of South Bow Corp worth $6.26M as of Q2 2026.
  • Purpose Unlimited Inc sold 17,998 South Bow Corp shares in Q2 2026, an estimated $634K.
  • South Bow Corp made up 0.24% of Purpose Unlimited Inc's portfolio in Q2 2026, its #64 holding.
  • Purpose Unlimited Inc first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's South Bow Corp position peaked at $6.51M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.