Roxbury Financial’s South Bow Corp SOBO Stock Holding History

Roxbury Financial’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 Q3	$37.3K	Buy	1,127 +1	+0.1%	+$36	0.03%	231
2026 Q2	$39.7K	Sell	1,126 -29	-3%	-$1.02K	0.03%	218
2026 Q1	$38.5K	Buy	1,155 +3	+0.3%	+$91	0.03%	208
2025 Q4	$31.7K	Buy	1,152 +2	+0.2%	+$54	0.03%	218
2025 Q3	$32.5K	Buy	1,150 +2	+0.2%	+$54	0.03%	213
2025 Q2	$29.7K	Buy	1,148 +3	+0.3%	+$76	0.03%	216
2025 Q1	$30.5K	Buy	1,145 +16	+1%	+$400	0.03%	202
2024 Q4	$29.4K	Buy	+1,129	New	+$27.6K	0.03%	214

Other funds holding SOBO

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Roxbury Financial's SOBO Position: Q3 2026 in Review

Roxbury Financial increased its South Bow Corp (SOBO) stake by 0.09% in Q3 2026, buying an estimated $36 and bringing the position to 1,127 shares worth $37.3K. The position accounts for 0.03% of the portfolio, ranked #231.

Roxbury Financial first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.7K in Q2 2026. 22 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

Roxbury Financial held 1,127 shares of South Bow Corp worth $37.3K as of Q3 2026.
Roxbury Financial bought 1 South Bow Corp share in Q3 2026, an estimated $36.
South Bow Corp made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #231 holding.
Roxbury Financial first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's South Bow Corp position peaked at $39.7K in Q2 2026.
22 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.