SeaCrest Wealth Management’s South Bow Corp SOBO Stock Holding History

SeaCrest Wealth 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
2026 Q2	$587K	Hold	16,657	–	–	0.07%	254
2026 Q1	$555K	Buy	16,657 +750	+5%	+$22.8K	0.06%	301
2025 Q4	$415K	Buy	15,907 +6,835	+75%	+$186K	0.04%	366
2025 Q3	$258K	Buy	9,072 +280	+3%	+$7.61K	0.03%	510
2025 Q2	$228K	Buy	+8,792	New	+$224K	0.02%	534

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SeaCrest Wealth Management's SOBO Position: Q2 2026 in Review

SeaCrest Wealth Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 16,657 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #254.

SeaCrest Wealth Management first reported a position in SOBO in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

SeaCrest Wealth Management held 16,657 shares of South Bow Corp worth $587K as of Q2 2026.
SeaCrest Wealth Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #254 holding.
SeaCrest Wealth Management first reported a position in South Bow Corp in Q2 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.