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 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

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

True Wealth Design's SOBO Position: Q2 2026 in Review

True Wealth Design held its South Bow Corp (SOBO) position steady in Q2 2026 at 5 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

True Wealth Design first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $205 in Q1 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

True Wealth Design held 5 shares of South Bow Corp worth $177 as of Q2 2026.
True Wealth Design left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2469 holding.
True Wealth Design first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's South Bow Corp position peaked at $205 in Q1 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.