Mutual Advisors’s South Bow Corp SOBO Stock Holding History

Mutual Advisors’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	$504K	Sell	14,296 -980	-6%	-$34.5K	0.01%	931
2026 Q1	$509K	Sell	15,276 -1,795	-11%	-$54.5K	0.01%	880
2025 Q4	$469K	Sell	17,071 -6,840	-29%	-$186K	0.01%	910
2025 Q3	$630K	Sell	23,911 -4,498	-16%	-$122K	0.01%	747
2025 Q2	$737K	Buy	28,409 +904	+3%	+$23K	0.02%	621
2025 Q1	$685K	Buy	27,505 +5,229	+23%	+$131K	0.02%	590
2024 Q4	$517K	Buy	+22,276	New	+$545K	0.02%	687

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

Mutual Advisors's SOBO Position: Q2 2026 in Review

Mutual Advisors reduced its South Bow Corp (SOBO) stake by 6.4% in Q2 2026, selling an estimated $34.5K and leaving 14,296 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #931.

Mutual Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $737K in Q2 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Mutual Advisors held 14,296 shares of South Bow Corp worth $504K as of Q2 2026.
Mutual Advisors sold 980 South Bow Corp shares in Q2 2026, an estimated $34.5K.
South Bow Corp made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #931 holding.
Mutual Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Mutual Advisors's South Bow Corp position peaked at $737K in Q2 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.