Morgan Stanley
SOBO

Morgan Stanley’s South Bow Corp SOBO Stock Holding History

Morgan Stanley’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 		$57.3M Buy
1,626,299
+291,504
+22% +$10.3M ﹤0.01% 2093
2026
Q1 		$44.5M Sell
1,334,795
-177,002
-12% -$5.37M ﹤0.01% 2224
2025
Q4 		$41.5M Sell
1,511,797
-37,243
-2% -$1.01M ﹤0.01% 2269
2025
Q3 		$43.8M Buy
1,549,040
+797,582
+106% +$21.7M ﹤0.01% 2114
2025
Q2 		$19.5M Sell
751,458
-87,562
-10% -$2.23M ﹤0.01% 2833
2025
Q1 		$21.4M Buy
839,020
+43,869
+6% +$1.1M ﹤0.01% 2628
2024
Q4 		$18.7M Buy
+795,151
New +$19.5M ﹤0.01% 2810

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

Morgan Stanley's SOBO Position: Q2 2026 in Review

Morgan Stanley increased its South Bow Corp (SOBO) stake by 22% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,626,299 shares worth $57.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Morgan Stanley 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.

  • Morgan Stanley held 1,626,299 shares of South Bow Corp worth $57.3M as of Q2 2026.
  • Morgan Stanley bought 291,504 South Bow Corp shares in Q2 2026, an estimated $10.3M.
  • South Bow Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2093 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.