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 Q2	$8.09K	Buy	229 +2	+0.9%	+$70	﹤0.01%	3591
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

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

NewEdge Advisors's SOBO Position: Q2 2026 in Review

NewEdge Advisors increased its South Bow Corp (SOBO) stake by 0.88% in Q2 2026, buying an estimated $70 and bringing the position to 229 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

NewEdge Advisors 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.

NewEdge Advisors held 229 shares of South Bow Corp worth $8.09K as of Q2 2026.
NewEdge Advisors bought 2 South Bow Corp shares in Q2 2026, an estimated $70.
South Bow Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3591 holding.
NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.