NewEdge Advisors’s South Bow Corp SOBO Stock Holding History

NewEdge 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 Q1	$7.55K	Sell	227 -11	-5%	-$334	﹤0.01%	3471
2025 Q4	$6.54K	Buy	238 +4	+2%	+$109	﹤0.01%	3596
2025 Q3	$6.63K	Buy	234 +3	+1%	+$82	﹤0.01%	3449
2025 Q2	$5.99K	Sell	231 -82	-26%	-$2.09K	﹤0.01%	3364
2025 Q1	$7.99K	Hold	313	–	–	﹤0.01%	3174
2024 Q4	$7.38K	Buy	+313	New	+$7.66K	﹤0.01%	3121

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

NewEdge Advisors's SOBO Position: Q1 2026 in Review

NewEdge Advisors reduced its South Bow Corp (SOBO) stake by 4.6% in Q1 2026, selling an estimated $334 and leaving 227 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

NewEdge Advisors first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.99K in Q1 2025. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

NewEdge Advisors held 227 shares of South Bow Corp worth $7.55K as of Q1 2026.
NewEdge Advisors sold 11 South Bow Corp shares in Q1 2026, an estimated $334.
South Bow Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3471 holding.
NewEdge Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
NewEdge Advisors's South Bow Corp position peaked at $7.99K in Q1 2025.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.