O'Shaughnessy Asset Management’s South Bow Corp SOBO Stock Holding History

O'Shaughnessy Asset Management’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	$226K	Sell	6,401 -690	-10%	-$24.3K	﹤0.01%	1982
2026 Q1	$236K	Buy	+7,091	New	+$215K	﹤0.01%	1915
2025 Q4	–	Sell	-7,589	Closed	-$215K	–	2765
2025 Q3	$215K	Sell	7,589 -140	-2%	-$3.81K	﹤0.01%	1933
2025 Q2	$200K	Sell	7,729 -394	-5%	-$10K	﹤0.01%	1831
2025 Q1	$207K	Buy	+8,123	New	+$203K	﹤0.01%	1767

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

O'Shaughnessy Asset Management's SOBO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its South Bow Corp (SOBO) stake by 9.7% in Q2 2026, selling an estimated $24.3K and leaving 6,401 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

O'Shaughnessy Asset Management first reported a position in SOBO in Q1 2025 and has held it in 5 quarters since. The position peaked at $236K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

O'Shaughnessy Asset Management held 6,401 shares of South Bow Corp worth $226K as of Q2 2026.
O'Shaughnessy Asset Management sold 690 South Bow Corp shares in Q2 2026, an estimated $24.3K.
South Bow Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1982 holding.
O'Shaughnessy Asset Management first reported a position in South Bow Corp in Q1 2025 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's South Bow Corp position peaked at $236K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.