UBS AM
SOBO

UBS AM’s South Bow Corp SOBO Stock Holding History

UBS AM’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 		$18.7K Hold
532
– – ﹤0.01% 3136
2026
Q1 		$17.7K Buy
532
+397
+294% +$12.1K ﹤0.01% 3163
2025
Q4 		$3.71K Buy
+135
New +$3.67K ﹤0.01% 3031
2025
Q3 		– Sell
-198,486
Closed -$5.14M – 2663
2025
Q2 		$5.14M Sell
198,486
-549
-0.3% -$14K ﹤0.01% 1693
2025
Q1 		$5.08M Buy
199,035
+29,542
+17% +$739K ﹤0.01% 1568
2024
Q4 		$3.99M Buy
+169,493
New +$4.15M ﹤0.01% 1720

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

UBS AM's SOBO Position: Q2 2026 in Review

UBS AM held its South Bow Corp (SOBO) position steady in Q2 2026 at 532 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

UBS AM first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.14M in Q2 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • UBS AM held 532 shares of South Bow Corp worth $18.7K as of Q2 2026.
  • UBS AM left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3136 holding.
  • UBS AM first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • UBS AM's South Bow Corp position peaked at $5.14M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.