First Trust Advisors’s South Bow Corp SOBO Stock Holding History

First Trust 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	$2.18M	Buy	61,779 +33,418	+118%	+$1.18M	﹤0.01%	1977
2026 Q1	$945K	Buy	+28,361	New	+$861K	﹤0.01%	2173
2025 Q1	–	Sell	-28,258	Closed	-$667K	–	2645
2024 Q4	$667K	Buy	+28,258	New	+$692K	﹤0.01%	2163

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

First Trust Advisors's SOBO Position: Q2 2026 in Review

First Trust Advisors increased its South Bow Corp (SOBO) stake by 118% in Q2 2026, buying an estimated $1.18M and bringing the position to 61,779 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

First Trust Advisors first reported a position in SOBO in Q4 2024 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

First Trust Advisors held 61,779 shares of South Bow Corp worth $2.18M as of Q2 2026.
First Trust Advisors bought 33,418 South Bow Corp shares in Q2 2026, an estimated $1.18M.
South Bow Corp made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1977 holding.
First Trust Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.