Vision Retirement’s South Bow Corp SOBO Stock Holding History

Vision Retirement’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	$1.41K	Hold	40	–	–	﹤0.01%	579
2026 Q1	$1.33K	Hold	40	–	–	﹤0.01%	585
2025 Q4	$1.1K	Buy	+40	New	+$1.09K	﹤0.01%	560

Other funds holding SOBO

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Vision Retirement's SOBO Position: Q2 2026 in Review

Vision Retirement held its South Bow Corp (SOBO) position steady in Q2 2026 at 40 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Vision Retirement first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Vision Retirement held 40 shares of South Bow Corp worth $1.41K as of Q2 2026.
Vision Retirement left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #579 holding.
Vision Retirement first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.