BCI
SOBO

Brinker Capital Investments’s South Bow Corp SOBO Stock Holding History

Brinker Capital Investments’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 		$303K Buy
8,591
+535
+7% +$18.8K ﹤0.01% 1634
2026
Q1 		$268K Buy
+8,056
New +$245K ﹤0.01% 1710

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brinker Capital Investments's SOBO Position: Q2 2026 in Review

Brinker Capital Investments increased its South Bow Corp (SOBO) stake by 6.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 8,591 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Brinker Capital Investments first reported a position in SOBO in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Brinker Capital Investments held 8,591 shares of South Bow Corp worth $303K as of Q2 2026.
  • Brinker Capital Investments bought 535 South Bow Corp shares in Q2 2026, an estimated $18.8K.
  • South Bow Corp made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1634 holding.
  • Brinker Capital Investments first reported a position in South Bow Corp in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.