WAU
SOBO

Wellington-Altus USA’s South Bow Corp SOBO Stock Holding History

Wellington-Altus USA’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 		$16K Buy
471
+445
+1,712% +$15.7K 0.01% 535
2026
Q1 		$1.3K Sell
26
-445
-94% -$13.5K ﹤0.01% 674
2025
Q4 		$13.2K Buy
+471
New +$12.8K 0.01% 554

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

Wellington-Altus USA's SOBO Position: Q2 2026 in Review

Wellington-Altus USA increased its South Bow Corp (SOBO) stake by 1,712% in Q2 2026, buying an estimated $15.7K and bringing the position to 471 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #535.

Wellington-Altus USA first reported a position in SOBO in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Wellington-Altus USA held 471 shares of South Bow Corp worth $16K as of Q2 2026.
  • Wellington-Altus USA bought 445 South Bow Corp shares in Q2 2026, an estimated $15.7K.
  • South Bow Corp made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #535 holding.
  • Wellington-Altus USA first reported a position in South Bow Corp in Q4 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.