Envestnet Asset Management’s South Bow Corp SOBO Stock Holding History

Envestnet Asset 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
2026 Q2	$3.14M	Buy	89,117 +5,748	+7%	+$202K	﹤0.01%	2809
2026 Q1	$2.78M	Buy	83,369 +11,859	+17%	+$360K	﹤0.01%	2761
2025 Q4	$1.96M	Buy	71,510 +49,152	+220%	+$1.34M	﹤0.01%	2838
2025 Q3	$633K	Buy	22,358 +4,870	+28%	+$132K	﹤0.01%	3593
2025 Q2	$453K	Sell	17,488 -5,941	-25%	-$151K	﹤0.01%	3769
2025 Q1	$598K	Sell	23,429 -5,237	-18%	-$131K	﹤0.01%	3511
2024 Q4	$676K	Buy	+28,666	New	+$702K	﹤0.01%	3409

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

Envestnet Asset Management's SOBO Position: Q2 2026 in Review

Envestnet Asset Management increased its South Bow Corp (SOBO) stake by 6.9% in Q2 2026, buying an estimated $202K and bringing the position to 89,117 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Envestnet Asset Management 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.

Envestnet Asset Management held 89,117 shares of South Bow Corp worth $3.14M as of Q2 2026.
Envestnet Asset Management bought 5,748 South Bow Corp shares in Q2 2026, an estimated $202K.
South Bow Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2809 holding.
Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.