WAG
SOBO

Wiser Advisor Group’s South Bow Corp SOBO Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-489
Closed -$12.5K – 276
2025
Q1 		$12.5K Sell
489
-646
-57% -$16.2K 0.02% 168
2024
Q4 		$26.8K Buy
+1,135
New +$27.8K 0.04% 131

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wiser Advisor Group's SOBO Position: Q2 2025 in Review

Wiser Advisor Group sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 489 shares — an estimated $12.5K sold.

Wiser Advisor Group first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $26.8K in Q4 2024. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

  • Wiser Advisor Group reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 489 South Bow Corp shares in Q2 2025, an estimated $12.5K.
  • Wiser Advisor Group first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
  • Wiser Advisor Group's South Bow Corp position peaked at $26.8K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.