RFP
SOBO

Root Financial Partners’s South Bow Corp SOBO Stock Holding History

Root Financial Partners’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 -$549 – 3559
2025
Q4 		$549 Buy
+20
New +$543 ﹤0.01% 2195

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Root Financial Partners's SOBO Position: Q1 2026 in Review

Root Financial Partners sold out of South Bow Corp (SOBO) in Q1 2026, closing a stake of 20 shares — an estimated $549 sold.

Root Financial Partners first reported a position in SOBO in Q4 2025 and held it in 1 quarter. The position peaked at $549 in Q4 2025. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Root Financial Partners reported no remaining South Bow Corp position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 South Bow Corp shares in Q1 2026, an estimated $549.
  • Root Financial Partners first reported a position in South Bow Corp in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's South Bow Corp position peaked at $549 in Q4 2025.
  • 301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.