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

Spire 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	$7.05K	Sell	200 -99	-33%	-$3.48K	﹤0.01%	1745
2026 Q1	$9.96K	Sell	299 -141	-32%	-$4.28K	﹤0.01%	1612
2025 Q4	$12.1K	Sell	440 -113	-20%	-$3.07K	﹤0.01%	1648
2025 Q3	$15.6K	Buy	553 +339	+158%	+$9.22K	﹤0.01%	1605
2025 Q2	$5.54K	Sell	214 -220	-51%	-$5.6K	﹤0.01%	1911
2025 Q1	$11.1K	Buy	434 +220	+103%	+$5.5K	﹤0.01%	1807
2024 Q4	$5.04K	Buy	+214	New	+$5.24K	﹤0.01%	2041

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

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

Spire Wealth Management reduced its South Bow Corp (SOBO) stake by 33% in Q2 2026, selling an estimated $3.48K and leaving 200 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Spire Wealth Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.6K in Q3 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Spire Wealth Management held 200 shares of South Bow Corp worth $7.05K as of Q2 2026.
Spire Wealth Management sold 99 South Bow Corp shares in Q2 2026, an estimated $3.48K.
South Bow Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1745 holding.
Spire Wealth Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's South Bow Corp position peaked at $15.6K in Q3 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.