Bell Investment Advisors’s South Bow Corp SOBO Stock Holding History

Bell Investment Advisors’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	$2.01K	Buy	57 +30	+111%	+$1.06K	﹤0.01%	1331
2026 Q1	$900	Hold	27	–	–	﹤0.01%	1581
2025 Q4	$742	Buy	27 +25	+1,250%	+$679	﹤0.01%	1621
2025 Q3	$57	Hold	2	–	–	﹤0.01%	1868
2025 Q2	$52	Hold	2	–	–	﹤0.01%	1870
2025 Q1	$52	Sell	2 -10	-83%	-$250	﹤0.01%	1893
2024 Q4	$283	Buy	+12	New	+$294	﹤0.01%	1860

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

Bell Investment Advisors's SOBO Position: Q2 2026 in Review

Bell Investment Advisors increased its South Bow Corp (SOBO) stake by 111% in Q2 2026, buying an estimated $1.06K and bringing the position to 57 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Bell Investment Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Bell Investment Advisors held 57 shares of South Bow Corp worth $2.01K as of Q2 2026.
Bell Investment Advisors bought 30 South Bow Corp shares in Q2 2026, an estimated $1.06K.
South Bow Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1331 holding.
Bell Investment Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.