Smallwood Wealth Investment Management’s South Bow Corp SOBO Stock Holding History

Smallwood Wealth Investment 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	$3.42K	Hold	97	–	–	﹤0.01%	382
2026 Q1	$3.23K	Hold	97	–	–	﹤0.01%	390
2025 Q4	$2.66K	Hold	97	–	–	﹤0.01%	383
2025 Q3	$2.74K	Hold	97	–	–	﹤0.01%	379
2025 Q2	$2.51K	Hold	97	–	–	﹤0.01%	388
2025 Q1	$2.48K	Buy	+97	New	+$2.43K	﹤0.01%	372

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Smallwood Wealth Investment Management's SOBO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 97 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Smallwood Wealth Investment Management first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Smallwood Wealth Investment Management held 97 shares of South Bow Corp worth $3.42K as of Q2 2026.
Smallwood Wealth Investment Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #382 holding.
Smallwood Wealth Investment Management first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.