CSC
SOBO

Caldwell Sutter Capital’s South Bow Corp SOBO Stock Holding History

Caldwell Sutter Capital’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 		$1.09K Hold
31
– – ﹤0.01% 849
2026
Q1 		$1.03K Hold
31
– – ﹤0.01% 810
2025
Q4 		$852 Hold
31
– – ﹤0.01% 816
2025
Q3 		$877 Hold
31
– – ﹤0.01% 805
2025
Q2 		$803 Hold
31
– – ﹤0.01% 787
2025
Q1 		$791 Hold
31
– – ﹤0.01% 809
2024
Q4 		$731 Buy
+31
New +$759 ﹤0.01% 832

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

Caldwell Sutter Capital's SOBO Position: Q2 2026 in Review

Caldwell Sutter Capital held its South Bow Corp (SOBO) position steady in Q2 2026 at 31 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Caldwell Sutter Capital first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Caldwell Sutter Capital held 31 shares of South Bow Corp worth $1.09K as of Q2 2026.
  • Caldwell Sutter Capital left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #849 holding.
  • Caldwell Sutter Capital first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.