Capstone Investment Advisors
SOBO

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

Capstone 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 		$388K Sell
11,020
-10,950
-50% -$385K ﹤0.01% 1344
2026
Q1 		$732K Sell
21,970
-2,852
-11% -$86.6K ﹤0.01% 978
2025
Q4 		$682K Sell
24,822
-12,294
-33% -$334K ﹤0.01% 1024
2025
Q3 		$1.05M Buy
+37,116
New +$1.01M ﹤0.01% 999

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

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

Capstone Investment Advisors reduced its South Bow Corp (SOBO) stake by 50% in Q2 2026, selling an estimated $385K and leaving 11,020 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Capstone Investment Advisors first reported a position in SOBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Capstone Investment Advisors held 11,020 shares of South Bow Corp worth $388K as of Q2 2026.
  • Capstone Investment Advisors sold 10,950 South Bow Corp shares in Q2 2026, an estimated $385K.
  • South Bow Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1344 holding.
  • Capstone Investment Advisors first reported a position in South Bow Corp in Q3 2025 and has held it in 4 quarters since.
  • Capstone Investment Advisors's South Bow Corp position peaked at $1.05M in Q3 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.