Cetera Investment Advisers
SOBO

Cetera Investment Advisers’s South Bow Corp SOBO Stock Holding History

Cetera Investment Advisers’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 		$598K Buy
16,981
+63
+0.4% +$2.22K ﹤0.01% 3533
2026
Q1 		$562K Sell
16,918
-2,201
-12% -$66.8K ﹤0.01% 3401
2025
Q4 		$526K Buy
19,119
+6,058
+46% +$165K ﹤0.01% 3393
2025
Q3 		$370K Buy
13,061
+3,899
+43% +$106K ﹤0.01% 3642
2025
Q2 		$237K Sell
9,162
-2,086
-19% -$53.1K ﹤0.01% 3587
2025
Q1 		$287K Buy
11,248
+1,466
+15% +$36.7K ﹤0.01% 3301
2024
Q4 		$231K Buy
+9,782
New +$239K ﹤0.01% 3319

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

Cetera Investment Advisers's SOBO Position: Q2 2026 in Review

Cetera Investment Advisers increased its South Bow Corp (SOBO) stake by 0.37% in Q2 2026, buying an estimated $2.22K and bringing the position to 16,981 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 16,981 shares of South Bow Corp worth $598K as of Q2 2026.
  • Cetera Investment Advisers bought 63 South Bow Corp shares in Q2 2026, an estimated $2.22K.
  • South Bow Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3533 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.