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	$545K	Sell	15,500 -34,500	-69%	-$1.21M	﹤0.01%	2418
2026 Q1	$1.66M	Sell	50,000 -50,000	-50%	-$1.52M	﹤0.01%	1758
2025 Q4	$2.75M	Sell	100,000 -25,000	-20%	-$679K	﹤0.01%	1542
2025 Q3	$2.54M	Buy	+125,000	New	+$3.4M	﹤0.01%	1552
2025 Q2	–	Sell	-150,000	Closed	-$3.83M	–	3795
2025 Q1	$3.83M	Buy	+150,000	New	+$3.75M	﹤0.01%	1269

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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. 305 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.
305 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.