SIA
SOBO

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

Sovereign 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 		$395K Hold
11,049
– – 0.07% 73
2026
Q1 		$372K Buy
11,049
+536
+5% +$16.3K 0.08% 65
2025
Q4 		$295K Sell
10,513
-536
-5% -$14.6K 0.07% 38
2025
Q3 		$313K Hold
11,049
– – 0.09% 34
2025
Q2 		$286K Buy
+11,049
New +$281K 0.08% 35
2025
Q1 		– Sell
-11,049
Closed -$261K – 95
2024
Q4 		$261K Buy
+11,049
New +$271K 0.08% 76

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

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

Sovereign Investment Advisors held its South Bow Corp (SOBO) position steady in Q2 2026 at 11,049 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #73.

Sovereign Investment Advisors first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Sovereign Investment Advisors held 11,049 shares of South Bow Corp worth $395K as of Q2 2026.
  • Sovereign Investment Advisors left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up 0.07% of Sovereign Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Sovereign Investment Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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