Vanguard Personalized Indexing Management’s South Bow Corp SOBO Stock Holding History

Vanguard Personalized Indexing 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	$1.03M	Buy	29,364 +5,352	+22%	+$188K	0.01%	967
2026 Q1	$800K	Sell	24,012 -3,379	-12%	-$103K	0.01%	1036
2025 Q4	$752K	Buy	27,391 +7,530	+38%	+$205K	0.01%	1050
2025 Q3	$563K	Buy	19,861 +5,296	+36%	+$144K	0.01%	1195
2025 Q2	$378K	Buy	14,565 +616	+4%	+$15.7K	﹤0.01%	1332
2025 Q1	$356K	Buy	+13,949	New	+$349K	0.01%	1262

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

Vanguard Personalized Indexing Management's SOBO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its South Bow Corp (SOBO) stake by 22% in Q2 2026, buying an estimated $188K and bringing the position to 29,364 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #967.

Vanguard Personalized Indexing Management first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Vanguard Personalized Indexing Management held 29,364 shares of South Bow Corp worth $1.03M as of Q2 2026.
Vanguard Personalized Indexing Management bought 5,352 South Bow Corp shares in Q2 2026, an estimated $188K.
South Bow Corp made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #967 holding.
Vanguard Personalized Indexing Management first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.