Vision Financial Markets’s South Bow Corp SOBO Stock Holding History

Vision Financial Markets’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	$14.5K	Hold	420	–	–	0.01%	217
2026 Q1	$14K	Sell	420 -150	-26%	-$4.55K	0.01%	210
2025 Q4	$15.7K	Hold	570	–	–	0.02%	190
2025 Q3	$16.1K	Hold	570	–	–	0.01%	206
2025 Q2	$14.8K	Hold	570	–	–	0.01%	202
2025 Q1	$14.5K	Hold	570	–	–	0.02%	187
2024 Q4	$13.4K	Buy	+570	New	+$14K	0.01%	165

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Vision Financial Markets's SOBO Position: Q2 2026 in Review

Vision Financial Markets held its South Bow Corp (SOBO) position steady in Q2 2026 at 420 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #217.

Vision Financial Markets first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q3 2025. 82 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Vision Financial Markets held 420 shares of South Bow Corp worth $14.5K as of Q2 2026.
Vision Financial Markets left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #217 holding.
Vision Financial Markets first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's South Bow Corp position peaked at $16.1K in Q3 2025.
82 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.