MTM Investment Management’s South Bow Corp SOBO Stock Holding History

MTM Investment 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	$634	Hold	18	–	–	﹤0.01%	679
2026 Q1	$600	Hold	18	–	–	﹤0.01%	677
2025 Q4	$494	Hold	18	–	–	﹤0.01%	684
2025 Q3	$509	Hold	18	–	–	﹤0.01%	699
2025 Q2	$466	Buy	+18	New	+$458	﹤0.01%	703

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

MTM Investment Management's SOBO Position: Q2 2026 in Review

MTM Investment Management held its South Bow Corp (SOBO) position steady in Q2 2026 at 18 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #679.

MTM Investment Management first reported a position in SOBO in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

MTM Investment Management held 18 shares of South Bow Corp worth $634 as of Q2 2026.
MTM Investment Management left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #679 holding.
MTM Investment Management first reported a position in South Bow Corp in Q2 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.