Bank of Montreal
SOBO

Bank of Montreal’s South Bow Corp SOBO Stock Holding History

Bank of Montreal’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 		$195M Sell
5,554,724
-1,038,025
-16% -$36.5M 0.06% 243
2026
Q1 		$219M Buy
6,592,749
+447,424
+7% +$13.6M 0.08% 196
2025
Q4 		$169M Sell
6,145,325
-13,055
-0.2% -$355K 0.06% 256
2025
Q3 		$125M Buy
6,158,380
+21,722
+0.4% +$591K 0.05% 275
2025
Q2 		$159M Buy
6,136,658
+427,712
+7% +$10.9M 0.07% 195
2025
Q1 		$146M Buy
5,708,946
+359,578
+7% +$9M 0.07% 202
2024
Q4 		$126M Buy
+5,349,368
New +$131M 0.06% 241

Other funds holding SOBO

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Bank of Montreal's SOBO Position: Q2 2026 in Review

Bank of Montreal reduced its South Bow Corp (SOBO) stake by 16% in Q2 2026, selling an estimated $36.5M and leaving 5,554,724 shares worth $195M. The position accounts for 0.06% of the portfolio, ranked #243.

Bank of Montreal first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $219M in Q1 2026. 226 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Bank of Montreal held 5,554,724 shares of South Bow Corp worth $195M as of Q2 2026.
  • Bank of Montreal sold 1,038,025 South Bow Corp shares in Q2 2026, an estimated $36.5M.
  • South Bow Corp made up 0.06% of Bank of Montreal's portfolio in Q2 2026, its #243 holding.
  • Bank of Montreal first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • Bank of Montreal's South Bow Corp position peaked at $219M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.