RDFA
SOBO

Ritter Daniher Financial Advisory’s South Bow Corp SOBO Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-20
Closed -$550 – 622
2025
Q4 		$550 Hold
20
– – ﹤0.01% 577
2025
Q3 		$566 Hold
20
– – ﹤0.01% 446
2025
Q2 		$519 Hold
20
– – ﹤0.01% 324
2025
Q1 		$511 Buy
+20
New +$500 ﹤0.01% 306

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Ritter Daniher Financial Advisory's SOBO Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of South Bow Corp (SOBO) in Q1 2026, closing a stake of 20 shares — an estimated $550 sold.

Ritter Daniher Financial Advisory first reported a position in SOBO in Q1 2025 and held it in 4 quarters. The position peaked at $566 in Q3 2025. 302 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Ritter Daniher Financial Advisory reported no remaining South Bow Corp position as of Q1 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 20 South Bow Corp shares in Q1 2026, an estimated $550.
  • Ritter Daniher Financial Advisory first reported a position in South Bow Corp in Q1 2025 and held it in 4 quarters.
  • Ritter Daniher Financial Advisory's South Bow Corp position peaked at $566 in Q3 2025.
  • 302 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.