Vident Advisory’s South Bow Corp SOBO Stock Holding History

Vident 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	$1.87M	Sell	53,128 -17,284	-25%	-$608K	0.01%	716
2026 Q1	$2.34M	Buy	70,412 +14,947	+27%	+$454K	0.02%	584
2025 Q4	$1.53M	Sell	55,465 -2,811	-5%	-$76.4K	0.01%	655
2025 Q3	$1.65M	Sell	58,276 -10,827	-16%	-$294K	0.02%	633
2025 Q2	$1.79M	Sell	69,103 -9,791	-12%	-$249K	0.02%	534
2025 Q1	$2.02M	Sell	78,894 -21,676	-22%	-$542K	0.03%	485
2024 Q4	$2.37M	Buy	+100,570	New	+$2.46M	0.04%	376

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

Vident Advisory's SOBO Position: Q2 2026 in Review

Vident Advisory reduced its South Bow Corp (SOBO) stake by 25% in Q2 2026, selling an estimated $608K and leaving 53,128 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #716.

Vident Advisory first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q4 2024. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Vident Advisory held 53,128 shares of South Bow Corp worth $1.87M as of Q2 2026.
Vident Advisory sold 17,284 South Bow Corp shares in Q2 2026, an estimated $608K.
South Bow Corp made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #716 holding.
Vident Advisory first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Vident Advisory's South Bow Corp position peaked at $2.37M in Q4 2024.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.