P
SOBO

&Partners’s South Bow Corp SOBO Stock Holding History

&Partners’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 		$3.23M Buy
91,746
+5,038
+6% +$177K 0.01% 777
2026
Q1 		$2.86M Buy
86,708
+19,678
+29% +$597K 0.01% 752
2025
Q4 		$1.85M Buy
67,030
+53,690
+402% +$1.46M 0.01% 909
2025
Q3 		$377K Buy
13,340
+584
+5% +$15.9K ﹤0.01% 1625
2025
Q2 		$331K Sell
12,756
-1,947
-13% -$49.5K ﹤0.01% 1574
2025
Q1 		$384K Sell
14,703
-3,102
-17% -$77.6K ﹤0.01% 1273
2024
Q4 		$431K Buy
+17,805
New +$436K 0.01% 1139

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

&Partners's SOBO Position: Q2 2026 in Review

&Partners increased its South Bow Corp (SOBO) stake by 5.8% in Q2 2026, buying an estimated $177K and bringing the position to 91,746 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #777.

&Partners 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.

  • &Partners held 91,746 shares of South Bow Corp worth $3.23M as of Q2 2026.
  • &Partners bought 5,038 South Bow Corp shares in Q2 2026, an estimated $177K.
  • South Bow Corp made up 0.01% of &Partners's portfolio in Q2 2026, its #777 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.