John Overdeck’s South Bow Corp SOBO Stock Holding History

John Overdeck’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	$43.1M	Sell	1,222,942 -166,446	-12%	-$5.86M	0.03%	626
2026 Q1	$46.3M	Buy	1,389,388 +623,456	+81%	+$18.9M	0.04%	530
2025 Q4	$21M	Sell	765,932 -4,978	-0.6%	-$135K	0.03%	705
2025 Q3	$21.8M	Buy	770,910 +623,189	+422%	+$16.9M	0.03%	603
2025 Q2	$3.83M	Sell	147,721 -276,183	-65%	-$7.03M	0.01%	1411
2025 Q1	$10.8M	Sell	423,904 -159,434	-27%	-$3.99M	0.02%	737
2024 Q4	$13.7M	Buy	+583,338	New	+$14.3M	0.03%	623

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

John Overdeck's SOBO Position: Q2 2026 in Review

John Overdeck reduced its South Bow Corp (SOBO) stake by 12% in Q2 2026, selling an estimated $5.86M and leaving 1,222,942 shares worth $43.1M. The position accounts for 0.03% of the portfolio, ranked #626.

John Overdeck first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.3M in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

John Overdeck held 1,222,942 shares of South Bow Corp worth $43.1M as of Q2 2026.
John Overdeck sold 166,446 South Bow Corp shares in Q2 2026, an estimated $5.86M.
South Bow Corp made up 0.03% of John Overdeck's portfolio in Q2 2026, its #626 holding.
John Overdeck first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
John Overdeck's South Bow Corp position peaked at $46.3M in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.