EH
SOBO

Equitable Holdings’s South Bow Corp SOBO Stock Holding History

Equitable Holdings’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
-9,020
Closed -$248K – 1903
2026
Q1 		$248K Buy
+9,020
New +$274K ﹤0.01% 1536

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

Equitable Holdings's SOBO Position: Q2 2026 in Review

Equitable Holdings sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 9,020 shares — an estimated $248K sold.

Equitable Holdings first reported a position in SOBO in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Equitable Holdings reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • Equitable Holdings sold 9,020 South Bow Corp shares in Q2 2026, an estimated $248K.
  • Equitable Holdings first reported a position in South Bow Corp in Q1 2026 and held it in 1 quarter.
  • Equitable Holdings's South Bow Corp position peaked at $248K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.