Osaic Holdings’s South Bow Corp SOBO Stock Holding History

Osaic Holdings’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	$481K	Buy	13,657 +2,938	+27%	+$103K	﹤0.01%	3704
2026 Q1	$356K	Buy	10,719 +2,208	+26%	+$67K	﹤0.01%	3665
2025 Q4	$234K	Sell	8,511 -139	-2%	-$3.78K	﹤0.01%	4014
2025 Q3	$241K	Buy	8,650 +3,794	+78%	+$103K	﹤0.01%	4063
2025 Q2	$126K	Buy	4,856 +1,324	+37%	+$33.7K	﹤0.01%	4317
2025 Q1	$90.3K	Buy	3,532 +510	+17%	+$12.8K	﹤0.01%	4254
2024 Q4	$71.3K	Buy	+3,022	New	+$74K	﹤0.01%	4429

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

Osaic Holdings's SOBO Position: Q2 2026 in Review

Osaic Holdings increased its South Bow Corp (SOBO) stake by 27% in Q2 2026, buying an estimated $103K and bringing the position to 13,657 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

Osaic Holdings 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.

Osaic Holdings held 13,657 shares of South Bow Corp worth $481K as of Q2 2026.
Osaic Holdings bought 2,938 South Bow Corp shares in Q2 2026, an estimated $103K.
South Bow Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3704 holding.
Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.