BAM
SOBO

Burgundy Asset Management’s South Bow Corp SOBO Stock Holding History

Burgundy Asset Management’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
2025
Q3 		$229K Hold
8,272
– – ﹤0.01% 108
2025
Q2 		$214K Sell
8,272
-12,323
-60% -$313K ﹤0.01% 109
2025
Q1 		$527K Buy
+20,595
New +$515K 0.01% 102

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burgundy Asset Management's SOBO Position: Q3 2025 in Review

Burgundy Asset Management held its South Bow Corp (SOBO) position steady in Q3 2025 at 8,272 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Burgundy Asset Management first reported a position in SOBO in Q1 2025 and has held it in 3 quarters since. The position peaked at $527K in Q1 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

  • Burgundy Asset Management held 8,272 shares of South Bow Corp worth $229K as of Q3 2025.
  • Burgundy Asset Management left its South Bow Corp share count unchanged in Q3 2025.
  • South Bow Corp made up ﹤0.01% of Burgundy Asset Management's portfolio in Q3 2025, its #108 holding.
  • Burgundy Asset Management first reported a position in South Bow Corp in Q1 2025 and has held it in 3 quarters since.
  • Burgundy Asset Management's South Bow Corp position peaked at $527K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.