Dividend Assets Capital’s South Bow Corp SOBO Stock Holding History

Dividend Assets Capital’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	$583K	Buy	16,531 +71	+0.4%	+$2.5K	0.11%	95
2026 Q1	$548K	Buy	16,460 +4,774	+41%	+$145K	0.11%	100
2025 Q4	$321K	Sell	11,686 -533	-4%	-$14.5K	0.06%	119
2025 Q3	$346K	Buy	+12,219	New	+$332K	0.06%	121

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

Dividend Assets Capital's SOBO Position: Q2 2026 in Review

Dividend Assets Capital increased its South Bow Corp (SOBO) stake by 0.43% in Q2 2026, buying an estimated $2.5K and bringing the position to 16,531 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #95.

Dividend Assets Capital first reported a position in SOBO in Q3 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Dividend Assets Capital held 16,531 shares of South Bow Corp worth $583K as of Q2 2026.
Dividend Assets Capital bought 71 South Bow Corp shares in Q2 2026, an estimated $2.5K.
South Bow Corp made up 0.11% of Dividend Assets Capital's portfolio in Q2 2026, its #95 holding.
Dividend Assets Capital first reported a position in South Bow Corp in Q3 2025 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Dividend Assets Capital's 13F filing for Q2 2026, filed 12 Aug 2026.