Steward Partners Investment Advisory’s South Bow Corp SOBO Stock Holding History

Steward Partners Investment Advisory’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	$14.2K	Buy	404 +182	+82%	+$6.41K	﹤0.01%	3554
2026 Q1	$7.38K	Sell	222 -67	-23%	-$2.03K	﹤0.01%	3667
2025 Q4	$7.93K	Hold	289	–	–	﹤0.01%	3538
2025 Q3	$8.16K	Buy	289 +8	+3%	+$217	﹤0.01%	3484
2025 Q2	$7.27K	Hold	281	–	–	﹤0.01%	3343
2025 Q1	$7.16K	Buy	281 +67	+31%	+$1.68K	﹤0.01%	3252
2024 Q4	$5.04K	Buy	+214	New	+$5.24K	﹤0.01%	3364

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

Steward Partners Investment Advisory's SOBO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its South Bow Corp (SOBO) stake by 82% in Q2 2026, buying an estimated $6.41K and bringing the position to 404 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 404 shares of South Bow Corp worth $14.2K as of Q2 2026.
Steward Partners Investment Advisory bought 182 South Bow Corp shares in Q2 2026, an estimated $6.41K.
South Bow Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3554 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.