WANY
SOBO

Wealthspire Advisors (New York)’s South Bow Corp SOBO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-150
Closed -$4.24K – 3017
2025
Q3 		$4.24K Buy
+150
New +$4.08K ﹤0.01% 2384

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOBO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of South Bow Corp (SOBO) in Q4 2025, closing a stake of 150 shares — an estimated $4.24K sold.

Wealthspire Advisors (New York) first reported a position in SOBO in Q3 2025 and held it in 1 quarter. The position peaked at $4.24K in Q3 2025. 281 funds tracked by Wall St. Rank hold SOBO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining South Bow Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 150 South Bow Corp shares in Q4 2025, an estimated $4.24K.
  • Wealthspire Advisors (New York) first reported a position in South Bow Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s South Bow Corp position peaked at $4.24K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.