Oppenheimer & Co’s South Bow Corp SOBO Stock Holding History

Oppenheimer & Co’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	$1.33M	Hold	37,820	–	–	0.01%	810
2026 Q1	$1.26M	Sell	37,820 -38	-0.1%	-$1.15K	0.02%	762
2025 Q4	$1.04M	Sell	37,858 -1,737	-4%	-$47.2K	0.01%	786
2025 Q3	$1.12M	Buy	39,595 +6,737	+21%	+$183K	0.01%	841
2025 Q2	$851K	Sell	32,858 -20,062	-38%	-$510K	0.01%	928
2025 Q1	$1.35M	Buy	+52,920	New	+$1.32M	0.02%	675

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

Oppenheimer & Co's SOBO Position: Q2 2026 in Review

Oppenheimer & Co held its South Bow Corp (SOBO) position steady in Q2 2026 at 37,820 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #810.

Oppenheimer & Co first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Oppenheimer & Co held 37,820 shares of South Bow Corp worth $1.33M as of Q2 2026.
Oppenheimer & Co left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #810 holding.
Oppenheimer & Co first reported a position in South Bow Corp in Q1 2025 and has held it in 6 quarters since.
Oppenheimer & Co's South Bow Corp position peaked at $1.35M in Q1 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.