BG
SOBO

Bollard Group’s South Bow Corp SOBO Stock Holding History

Bollard Group’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 		$11K Sell
312
-104
-25% -$3.66K ﹤0.01% 268
2026
Q1 		$14K Hold
416
– – ﹤0.01% 266
2025
Q4 		$11K Hold
416
– – ﹤0.01% 263
2025
Q3 		$12K Hold
416
– – ﹤0.01% 236
2025
Q2 		$8K Hold
416
– – ﹤0.01% 264
2025
Q1 		$7K Hold
416
– – ﹤0.01% 258
2024
Q4 		$7K Buy
+416
New +$10.2K ﹤0.01% 259

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

Bollard Group's SOBO Position: Q2 2026 in Review

Bollard Group reduced its South Bow Corp (SOBO) stake by 25% in Q2 2026, selling an estimated $3.66K and leaving 312 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Bollard Group first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Bollard Group held 312 shares of South Bow Corp worth $11K as of Q2 2026.
  • Bollard Group sold 104 South Bow Corp shares in Q2 2026, an estimated $3.66K.
  • South Bow Corp made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #268 holding.
  • Bollard Group first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • Bollard Group's South Bow Corp position peaked at $14K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.