Dimensional Fund Advisors
SOBO

Dimensional Fund Advisors’s South Bow Corp SOBO Stock Holding History

Dimensional Fund 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 		$107M Buy
3,043,017
+128,403
+4% +$4.52M 0.02% 1121
2026
Q1 		$97.1M Buy
2,914,614
+565,787
+24% +$17.2M 0.02% 1086
2025
Q4 		$64.5M Buy
2,348,827
+799,707
+52% +$21.7M 0.01% 1370
2025
Q3 		$43.8M Buy
1,549,120
+539,281
+53% +$14.7M 0.01% 1594
2025
Q2 		$26.2M Buy
1,009,839
+341,858
+51% +$8.7M 0.01% 1846
2025
Q1 		$17.1M Buy
667,981
+8
+0% +$200 ﹤0.01% 2019
2024
Q4 		$15.7M Buy
+667,973
New +$16.4M ﹤0.01% 2100

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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Dimensional Fund Advisors's SOBO Position: Q2 2026 in Review

Dimensional Fund Advisors increased its South Bow Corp (SOBO) stake by 4.4% in Q2 2026, buying an estimated $4.52M and bringing the position to 3,043,017 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #1121.

Dimensional Fund Advisors 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.

  • Dimensional Fund Advisors held 3,043,017 shares of South Bow Corp worth $107M as of Q2 2026.
  • Dimensional Fund Advisors bought 128,403 South Bow Corp shares in Q2 2026, an estimated $4.52M.
  • South Bow Corp made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1121 holding.
  • Dimensional Fund Advisors 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 Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.