WHG
SOBO

Westwood Holdings Group’s South Bow Corp SOBO Stock Holding History

Westwood Holdings 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
Q1 		$39.7M Buy
1,191,935
+114,649
+11% +$3.48M 0.29% 114
2025
Q4 		$29.6M Buy
1,077,286
+34,247
+3% +$930K 0.24% 149
2025
Q3 		$29.5M Sell
1,043,039
-66,307
-6% -$1.8M 0.21% 150
2025
Q2 		$28.7M Buy
1,109,346
+145,037
+15% +$3.69M 0.21% 151
2025
Q1 		$24.6M Buy
964,309
+586,999
+156% +$14.7M 0.19% 143
2024
Q4 		$8.89M Buy
+377,310
New +$9.24M 0.07% 229

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Westwood Holdings Group's SOBO Position: Q1 2026 in Review

Westwood Holdings Group increased its South Bow Corp (SOBO) stake by 11% in Q1 2026, buying an estimated $3.48M and bringing the position to 1,191,935 shares worth $39.7M. The position accounts for 0.29% of the portfolio, ranked #114.

Westwood Holdings Group first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Westwood Holdings Group held 1,191,935 shares of South Bow Corp worth $39.7M as of Q1 2026.
  • Westwood Holdings Group bought 114,649 South Bow Corp shares in Q1 2026, an estimated $3.48M.
  • South Bow Corp made up 0.29% of Westwood Holdings Group's portfolio in Q1 2026, its #114 holding.
  • Westwood Holdings Group first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.