BTI
SOBO

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
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

Blue Trust Inc's SOBO Position: Q2 2026 in Review

Blue Trust Inc held its South Bow Corp (SOBO) position steady in Q2 2026 at 28 shares worth $987. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Blue Trust Inc first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q3 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Blue Trust Inc held 28 shares of South Bow Corp worth $987 as of Q2 2026.
  • Blue Trust Inc left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2298 holding.
  • Blue Trust Inc first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • Blue Trust Inc's South Bow Corp position peaked at $12.7K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.