SWP
SOBO

SIMA Wealth Partners’s South Bow Corp SOBO Stock Holding History

SIMA Wealth 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
2025
Q3 		– Sell
-85
Closed -$2.2K – 183
2025
Q2 		$2.2K Hold
85
– – ﹤0.01% 145
2025
Q1 		$2.17K Buy
+85
New +$2.13K ﹤0.01% 171

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SIMA Wealth Partners's SOBO Position: Q3 2025 in Review

SIMA Wealth Partners sold out of South Bow Corp (SOBO) in Q3 2025, closing a stake of 85 shares — an estimated $2.2K sold.

SIMA Wealth Partners first reported a position in SOBO in Q1 2025 and held it in 2 quarters. The position peaked at $2.2K in Q2 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

  • SIMA Wealth Partners reported no remaining South Bow Corp position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 85 South Bow Corp shares in Q3 2025, an estimated $2.2K.
  • SIMA Wealth Partners first reported a position in South Bow Corp in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's South Bow Corp position peaked at $2.2K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.