Catalyst Capital Advisors’s South Bow Corp SOBO Stock Holding History

Catalyst Capital 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	$4.04M	Sell	114,629 -7,050	-6%	-$248K	0.07%	78
2026 Q1	$4.05M	Sell	121,679 -40,000	-25%	-$1.21M	0.08%	72
2025 Q4	$4.44M	Sell	161,679 -42,290	-21%	-$1.15M	0.09%	73
2025 Q3	$5.77M	Sell	203,969 -20,610	-9%	-$560K	0.12%	69
2025 Q2	$5.82M	Hold	224,579	–	–	0.12%	64
2025 Q1	$5.73M	Buy	224,579 +14,200	+7%	+$355K	0.12%	63
2024 Q4	$4.96M	Buy	+210,379	New	+$5.15M	0.11%	74

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

Catalyst Capital Advisors's SOBO Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its South Bow Corp (SOBO) stake by 5.8% in Q2 2026, selling an estimated $248K and leaving 114,629 shares worth $4.04M. The position accounts for 0.07% of the portfolio, ranked #78.

Catalyst Capital Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q2 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Catalyst Capital Advisors held 114,629 shares of South Bow Corp worth $4.04M as of Q2 2026.
Catalyst Capital Advisors sold 7,050 South Bow Corp shares in Q2 2026, an estimated $248K.
South Bow Corp made up 0.07% of Catalyst Capital Advisors's portfolio in Q2 2026, its #78 holding.
Catalyst Capital Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Catalyst Capital Advisors's South Bow Corp position peaked at $5.82M in Q2 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.