Swan Capital’s South Bow Corp SOBO Stock Holding History

Swan Capital’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 Q4	–	Sell	-142	Closed	-$4.02K	–	559
2025 Q3	$4.02K	Buy	+142	New	+$3.86K	﹤0.01%	244

Other funds holding SOBO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Swan Capital's SOBO Position: Q4 2025 in Review

Swan Capital sold out of South Bow Corp (SOBO) in Q4 2025, closing a stake of 142 shares — an estimated $4.02K sold.

Swan Capital first reported a position in SOBO in Q3 2025 and held it in 1 quarter. The position peaked at $4.02K in Q3 2025. 281 funds tracked by Wall St. Rank hold SOBO as of Q4 2025.

Swan Capital reported no remaining South Bow Corp position as of Q4 2025 after selling out during the quarter.
Swan Capital sold 142 South Bow Corp shares in Q4 2025, an estimated $4.02K.
Swan Capital first reported a position in South Bow Corp in Q3 2025 and held it in 1 quarter.
Swan Capital's South Bow Corp position peaked at $4.02K in Q3 2025.
281 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2025.

Based on Swan Capital's 13F filing for Q4 2025, filed 12 Feb 2026.