MCM
SOBO

MAI Capital Management’s South Bow Corp SOBO Stock Holding History

MAI Capital 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 		– Sell
-353
Closed -$11.8K – 4920
2026
Q1 		$11.8K Buy
353
+28
+9% +$850 ﹤0.01% 3082
2025
Q4 		$8.96K Sell
325
-38
-10% -$1.03K ﹤0.01% 2901
2025
Q3 		$10.3K Sell
363
-31
-8% -$843 ﹤0.01% 2735
2025
Q2 		$10.2K Sell
394
-72
-15% -$1.83K ﹤0.01% 2717
2025
Q1 		$11.9K Sell
466
-19
-4% -$475 ﹤0.01% 2419
2024
Q4 		$11.4K Buy
+485
New +$11.9K ﹤0.01% 2463

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

MAI Capital Management's SOBO Position: Q2 2026 in Review

MAI Capital Management sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 353 shares — an estimated $11.8K sold.

MAI Capital Management first reported a position in SOBO in Q4 2024 and held it in 6 quarters. The position peaked at $11.9K in Q1 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • MAI Capital Management reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 353 South Bow Corp shares in Q2 2026, an estimated $11.8K.
  • MAI Capital Management first reported a position in South Bow Corp in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's South Bow Corp position peaked at $11.9K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.