Bruce G. Allen Investments’s South Bow Corp SOBO Stock Holding History

Bruce G. Allen 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 Q1	$1.97K	Buy	59 +1	+2%	+$30	﹤0.01%	697
2025 Q4	$1.59K	Buy	58 +4	+7%	+$109	﹤0.01%	733
2025 Q3	$1.53K	Sell	54 -1	-2%	-$27	﹤0.01%	747
2025 Q2	$1.43K	Buy	55 +4	+8%	+$102	﹤0.01%	764
2025 Q1	$1.3K	Buy	+51	New	+$1.28K	﹤0.01%	764

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bruce G. Allen Investments's SOBO Position: Q1 2026 in Review

Bruce G. Allen Investments increased its South Bow Corp (SOBO) stake by 1.7% in Q1 2026, buying an estimated $30 and bringing the position to 59 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Bruce G. Allen Investments first reported a position in SOBO in Q1 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Bruce G. Allen Investments held 59 shares of South Bow Corp worth $1.97K as of Q1 2026.
Bruce G. Allen Investments bought 1 South Bow Corp share in Q1 2026, an estimated $30.
South Bow Corp made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #697 holding.
Bruce G. Allen Investments first reported a position in South Bow Corp in Q1 2025 and has held it in 5 quarters since.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.