Recurrent Investment Advisors’s South Bow Corp SOBO Stock Holding History

Recurrent Investment 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	$40.8M	Sell	1,158,738 -2,278	-0.2%	-$80.2K	2.53%	18
2026 Q1	$38.7M	Sell	1,161,016 -209,619	-15%	-$6.36M	2.33%	20
2025 Q4	$37.8M	Sell	1,370,635 -235,329	-15%	-$6.39M	2.79%	18
2025 Q3	$45.6M	Buy	1,605,964 +1,100	+0.1%	+$29.9K	3.49%	15
2025 Q2	$41.7M	Buy	+1,604,864	New	+$40.8M	3.37%	17
2025 Q1	–	Sell	-31,628	Closed	-$994K	–	67
2024 Q4	$994K	Buy	+31,628	New	+$774K	0.09%	44

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

Recurrent Investment Advisors's SOBO Position: Q2 2026 in Review

Recurrent Investment Advisors reduced its South Bow Corp (SOBO) stake by 0.2% in Q2 2026, selling an estimated $80.2K and leaving 1,158,738 shares worth $40.8M. The position accounts for 2.53% of the portfolio, ranked #18.

Recurrent Investment Advisors first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.6M in Q3 2025. 304 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Recurrent Investment Advisors held 1,158,738 shares of South Bow Corp worth $40.8M as of Q2 2026.
Recurrent Investment Advisors sold 2,278 South Bow Corp shares in Q2 2026, an estimated $80.2K.
South Bow Corp made up 2.53% of Recurrent Investment Advisors's portfolio in Q2 2026, its #18 holding.
Recurrent Investment Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
Recurrent Investment Advisors's South Bow Corp position peaked at $45.6M in Q3 2025.
304 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.