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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's SOBO Position: Q1 2026 in Review

Bank of Montreal increased its South Bow Corp (SOBO) stake by 7.3% in Q1 2026, buying an estimated $13.6M and bringing the position to 6,592,749 shares worth $219M. The position accounts for 0.08% of the portfolio, ranked #196.

Bank of Montreal first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Bank of Montreal held 6,592,749 shares of South Bow Corp worth $219M as of Q1 2026.
Bank of Montreal bought 447,424 South Bow Corp shares in Q1 2026, an estimated $13.6M.
South Bow Corp made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #196 holding.
Bank of Montreal first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.