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

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

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. 303 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.
303 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.