MIP
SOBO

Mondrian Investment Partners’s South Bow Corp SOBO Stock Holding History

Mondrian Investment Partners’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
-3,597
Closed -$166K – 123
2026
Q1 		$166K Hold
3,597
– – ﹤0.01% 77
2025
Q4 		$136K Hold
3,597
– – ﹤0.01% 80
2025
Q3 		$142K Buy
+3,597
New +$97.8K ﹤0.01% 75
2025
Q1 		$20.6M Sell
560,199
-95,059
-15% -$2.38M 0.35% 50
2024
Q4 		$22.8M Buy
+655,258
New +$16M 0.38% 53

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

Mondrian Investment Partners's SOBO Position: Q2 2026 in Review

Mondrian Investment Partners sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 3,597 shares — an estimated $166K sold.

Mondrian Investment Partners first reported a position in SOBO in Q4 2024 and held it in 5 quarters. The position peaked at $22.8M in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Mondrian Investment Partners reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
  • Mondrian Investment Partners sold 3,597 South Bow Corp shares in Q2 2026, an estimated $166K.
  • Mondrian Investment Partners first reported a position in South Bow Corp in Q4 2024 and held it in 5 quarters.
  • Mondrian Investment Partners's South Bow Corp position peaked at $22.8M in Q4 2024.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.