TG
SOBO

TCW Group’s South Bow Corp SOBO Stock Holding History

TCW Group’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 		$4.51M Buy
128,100
+3,000
+2% +$106K 0.03% 210
2026
Q1 		$4.17M Buy
125,100
+1,400
+1% +$42.5K 0.03% 202
2025
Q4 		$3.4M Hold
123,700
– – 0.02% 217
2025
Q3 		$3.5M Buy
123,700
+11,100
+10% +$302K 0.03% 165
2025
Q2 		$2.92M Buy
112,600
+41,600
+59% +$1.06M 0.02% 226
2025
Q1 		$1.81M Buy
+71,000
New +$1.78M 0.02% 262

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

TCW Group's SOBO Position: Q2 2026 in Review

TCW Group increased its South Bow Corp (SOBO) stake by 2.4% in Q2 2026, buying an estimated $106K and bringing the position to 128,100 shares worth $4.51M. The position accounts for 0.03% of the portfolio, ranked #210.

TCW Group first reported a position in SOBO in Q1 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • TCW Group held 128,100 shares of South Bow Corp worth $4.51M as of Q2 2026.
  • TCW Group bought 3,000 South Bow Corp shares in Q2 2026, an estimated $106K.
  • South Bow Corp made up 0.03% of TCW Group's portfolio in Q2 2026, its #210 holding.
  • TCW Group first reported a position in South Bow Corp in Q1 2025 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 TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.