MassMutual Private Wealth & Trust’s South Bow Corp SOBO Stock Holding History

MassMutual Private Wealth & Trust’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	$4.97K	Sell	141 -86	-38%	-$3.03K	﹤0.01%	1683
2026 Q1	$7.56K	Sell	227 -17	-7%	-$516	﹤0.01%	1496
2025 Q4	$6.7K	Sell	244 -7	-3%	-$190	﹤0.01%	1557
2025 Q3	$7.1K	Sell	251 -96	-28%	-$2.61K	﹤0.01%	1543
2025 Q2	$8.99K	Sell	347 -85	-20%	-$2.16K	﹤0.01%	1400
2025 Q1	$11K	Sell	432 -8,615	-95%	-$216K	﹤0.01%	1274
2024 Q4	$213K	Buy	+9,047	New	+$221K	0.01%	437

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's SOBO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its South Bow Corp (SOBO) stake by 38% in Q2 2026, selling an estimated $3.03K and leaving 141 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

MassMutual Private Wealth & Trust first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q4 2024. 108 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

MassMutual Private Wealth & Trust held 141 shares of South Bow Corp worth $4.97K as of Q2 2026.
MassMutual Private Wealth & Trust sold 86 South Bow Corp shares in Q2 2026, an estimated $3.03K.
South Bow Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1683 holding.
MassMutual Private Wealth & Trust first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's South Bow Corp position peaked at $213K in Q4 2024.
108 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.