SIM
SOBO

Synergy Investment Management’s South Bow Corp SOBO Stock Holding History

Synergy 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 		$3.38K Hold
96
– – ﹤0.01% 827
2026
Q1 		$3.2K Buy
+96
New +$2.92K ﹤0.01% 641
2025
Q1 		– Sell
-153
Closed -$3.61K – 676
2024
Q4 		$3.61K Buy
+153
New +$3.75K ﹤0.01% 503

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Synergy Investment Management's SOBO Position: Q2 2026 in Review

Synergy Investment Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 96 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Synergy Investment Management first reported a position in SOBO in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.61K in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Synergy Investment Management held 96 shares of South Bow Corp worth $3.38K as of Q2 2026.
  • Synergy Investment Management left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #827 holding.
  • Synergy Investment Management first reported a position in South Bow Corp in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's South Bow Corp position peaked at $3.61K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.