Mackenzie Financial’s South Bow Corp SOBO Stock Holding History

Mackenzie Financial’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	$127M	Buy	2,535,573 +2,039,298	+411%	+$71.8M	0.13%	133
2026 Q1	$16.5M	Buy	496,275 +32,800	+7%	+$996K	0.02%	442
2025 Q4	$13.1M	Buy	463,475 +177,016	+62%	+$4.81M	0.02%	456
2025 Q3	$8.1M	Sell	286,459 -203,120	-41%	-$5.52M	0.01%	543
2025 Q2	$12.7M	Sell	489,579 -231,486	-32%	-$5.89M	0.02%	446
2025 Q1	$18.4M	Sell	721,065 -416,979	-37%	-$10.4M	0.03%	360
2024 Q4	$26.8M	Buy	+1,138,044	New	+$27.9M	0.04%	298

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Mackenzie Financial's SOBO Position: Q2 2026 in Review

Mackenzie Financial increased its South Bow Corp (SOBO) stake by 411% in Q2 2026, buying an estimated $71.8M and bringing the position to 2,535,573 shares worth $127M. The position accounts for 0.13% of the portfolio, ranked #133.

Mackenzie Financial 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.

Mackenzie Financial held 2,535,573 shares of South Bow Corp worth $127M as of Q2 2026.
Mackenzie Financial bought 2,039,298 South Bow Corp shares in Q2 2026, an estimated $71.8M.
South Bow Corp made up 0.13% of Mackenzie Financial's portfolio in Q2 2026, its #133 holding.
Mackenzie Financial 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 Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.