DPIM
SOBO

Duff & Phelps Investment Management’s South Bow Corp SOBO Stock Holding History

Duff & Phelps Investment Management’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
2025
Q2 		– Sell
-323,467
Closed -$8.25M – 162
2025
Q1 		$8.25M Sell
323,467
-123,429
-28% -$3.09M 0.1% 106
2024
Q4 		$10.5M Buy
+446,896
New +$10.9M 0.13% 105

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Duff & Phelps Investment Management's SOBO Position: Q2 2025 in Review

Duff & Phelps Investment Management sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 323,467 shares — an estimated $8.25M sold.

Duff & Phelps Investment Management first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $10.5M in Q4 2024. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

  • Duff & Phelps Investment Management reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 323,467 South Bow Corp shares in Q2 2025, an estimated $8.25M.
  • Duff & Phelps Investment Management first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
  • Duff & Phelps Investment Management's South Bow Corp position peaked at $10.5M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.