Scotia Capital’s South Bow Corp SOBO Stock Holding History

Scotia Capital’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 Q3	$60.6M	Buy	1,831,277 +77,802	+4%	+$2.84M	0.21%	78
2026 Q2	$61.7M	Sell	1,753,475 -35,383	-2%	-$1.25M	0.23%	76
2026 Q1	$59.3M	Sell	1,788,858 -264,642	-13%	-$8.04M	0.24%	68
2025 Q4	$56.4M	Buy	2,053,500 +256,246	+14%	+$6.96M	0.23%	73
2025 Q3	$50.4M	Buy	1,797,254 +32,927	+2%	+$895K	0.21%	76
2025 Q2	$45.5M	Buy	1,764,327 +29,390	+2%	+$748K	0.21%	78
2025 Q1	$44.2M	Buy	1,734,937 +19,752	+1%	+$494K	0.24%	70
2024 Q4	$40.4M	Buy	+1,715,185	New	+$42M	0.21%	71

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Scotia Capital's SOBO Position: Q3 2026 in Review

Scotia Capital increased its South Bow Corp (SOBO) stake by 4.4% in Q3 2026, buying an estimated $2.84M and bringing the position to 1,831,277 shares worth $60.6M. The position accounts for 0.21% of the portfolio, ranked #78.

Scotia Capital first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $61.7M in Q2 2026. 169 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

Scotia Capital held 1,831,277 shares of South Bow Corp worth $60.6M as of Q3 2026.
Scotia Capital bought 77,802 South Bow Corp shares in Q3 2026, an estimated $2.84M.
South Bow Corp made up 0.21% of Scotia Capital's portfolio in Q3 2026, its #78 holding.
Scotia Capital first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
Scotia Capital's South Bow Corp position peaked at $61.7M in Q2 2026.
169 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Scotia Capital's 13F filing for Q3 2026, filed 10 Nov 2026.