CI
SOBO

CX Institutional’s South Bow Corp SOBO Stock Holding History

CX Institutional’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 		– Sell
-70
Closed -$2K – 1650
2026
Q1 		$2K Hold
70
– – ﹤0.01% 1473
2025
Q4 		$2K Buy
70
+12
+21% +$326 ﹤0.01% 1413
2025
Q3 		$2K Hold
58
– – ﹤0.01% 1324
2025
Q2 		$2K Hold
58
– – ﹤0.01% 1163
2025
Q1 		$1K Buy
+58
New +$1.45K ﹤0.01% 1201

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

CX Institutional's SOBO Position: Q2 2026 in Review

CX Institutional sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 70 shares — an estimated $2K sold.

CX Institutional first reported a position in SOBO in Q1 2025 and held it in 5 quarters. The position peaked at $2K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • CX Institutional reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 70 South Bow Corp shares in Q2 2026, an estimated $2K.
  • CX Institutional first reported a position in South Bow Corp in Q1 2025 and held it in 5 quarters.
  • CX Institutional's South Bow Corp position peaked at $2K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.