Blue Trust Inc
SOBO icon

Blue Trust Inc’s South Bow Corp SOBO Stock Holding History

Blue Trust Inc’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
Q3 		$1.16K Buy
35
+7
+25% +$255 ﹤0.01% 2152
2026
Q2 		$987 Hold
28
– – ﹤0.01% 2298
2026
Q1 		$933 Sell
28
-16
-36% -$486 ﹤0.01% 2266
2025
Q4 		$1.21K Sell
44
-404
-90% -$11K ﹤0.01% 2249
2025
Q3 		$12.7K Buy
448
+112
+33% +$3.04K ﹤0.01% 1802
2025
Q2 		$8.71K Hold
336
– – ﹤0.01% 1905
2025
Q1 		$8.57K Hold
336
– – ﹤0.01% 1958
2024
Q4 		$7.92K Buy
+336
New +$8.23K ﹤0.01% 2006

Other funds holding SOBO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
SL Advisors
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return

Blue Trust Inc's SOBO Position: Q3 2026 in Review

Blue Trust Inc increased its South Bow Corp (SOBO) stake by 25% in Q3 2026, buying an estimated $255 and bringing the position to 35 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Blue Trust Inc first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q3 2025. 59 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Blue Trust Inc held 35 shares of South Bow Corp worth $1.16K as of Q3 2026.
  • Blue Trust Inc bought 7 South Bow Corp shares in Q3 2026, an estimated $255.
  • South Bow Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2152 holding.
  • Blue Trust Inc first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's South Bow Corp position peaked at $12.7K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.