ClearBridge Investments
SOBO

ClearBridge Investments’s South Bow Corp SOBO Stock Holding History

ClearBridge 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 		$312M Buy
8,855,108
+185,151
+2% +$6.52M 0.26% 93
2026
Q1 		$289M Buy
8,669,957
+1,406,992
+19% +$42.7M 0.25% 104
2025
Q4 		$200M Buy
7,262,965
+209,864
+3% +$5.7M 0.16% 134
2025
Q3 		$200M Buy
7,053,101
+7,042,585
+66,970% +$191M 0.15% 148
2025
Q2 		$272K Buy
+10,516
New +$268K ﹤0.01% 691
2025
Q1 		– Sell
-110,688
Closed -$2.61M – 750
2024
Q4 		$2.61M Buy
+110,688
New +$2.71M ﹤0.01% 610

Other funds holding SOBO

VCM
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

ClearBridge Investments's SOBO Position: Q2 2026 in Review

ClearBridge Investments increased its South Bow Corp (SOBO) stake by 2.1% in Q2 2026, buying an estimated $6.52M and bringing the position to 8,855,108 shares worth $312M. The position accounts for 0.26% of the portfolio, ranked #93.

ClearBridge Investments first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • ClearBridge Investments held 8,855,108 shares of South Bow Corp worth $312M as of Q2 2026.
  • ClearBridge Investments bought 185,151 South Bow Corp shares in Q2 2026, an estimated $6.52M.
  • South Bow Corp made up 0.26% of ClearBridge Investments's portfolio in Q2 2026, its #93 holding.
  • ClearBridge Investments first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.