True Wealth Design’s South Bow Corp SOBO Stock Holding History

True Wealth Design’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 Q3	$166	Hold	5	–	–	﹤0.01%	2377
2026 Q2	$177	Hold	5	–	–	﹤0.01%	2469
2026 Q1	$167	Hold	5	–	–	﹤0.01%	2365
2025 Q4	$138	Hold	5	–	–	﹤0.01%	2286
2025 Q3	$142	Hold	5	–	–	﹤0.01%	2379
2025 Q2	$130	Sell	5 -3	-38%	-$76	﹤0.01%	2181
2025 Q1	$205	Hold	8	–	–	﹤0.01%	1945
2024 Q4	$189	Buy	+8	New	+$196	﹤0.01%	1231

Other funds holding SOBO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

True Wealth Design's SOBO Position: Q3 2026 in Review

True Wealth Design held its South Bow Corp (SOBO) position steady in Q3 2026 at 5 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

True Wealth Design first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $205 in Q1 2025. 39 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

True Wealth Design held 5 shares of South Bow Corp worth $166 as of Q3 2026.
True Wealth Design left its South Bow Corp share count unchanged in Q3 2026.
South Bow Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2377 holding.
True Wealth Design first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's South Bow Corp position peaked at $205 in Q1 2025.
39 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.