Rockefeller Capital Management
SOBO

Rockefeller Capital Management’s South Bow Corp SOBO Stock Holding History

Rockefeller Capital 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 		$60.9K Sell
1,727
-345
-17% -$12.1K ﹤0.01% 3261
2026
Q1 		$69.1K Buy
2,072
+829
+67% +$25.2K ﹤0.01% 3088
2025
Q4 		$34.2K Sell
1,243
-93
-7% -$2.53K ﹤0.01% 3253
2025
Q3 		$37.8K Buy
+1,336
New +$36.3K ﹤0.01% 3045

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

Rockefeller Capital Management's SOBO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its South Bow Corp (SOBO) stake by 17% in Q2 2026, selling an estimated $12.1K and leaving 1,727 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Rockefeller Capital Management first reported a position in SOBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.1K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Rockefeller Capital Management held 1,727 shares of South Bow Corp worth $60.9K as of Q2 2026.
  • Rockefeller Capital Management sold 345 South Bow Corp shares in Q2 2026, an estimated $12.1K.
  • South Bow Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3261 holding.
  • Rockefeller Capital Management first reported a position in South Bow Corp in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's South Bow Corp position peaked at $69.1K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.