Capital Group Private Client Services’s South Bow Corp SOBO Stock Holding History

Capital Group Private Client Services’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	$1.45M	Sell	41,275 -18,110	-30%	-$637K	0.02%	185
2026 Q1	$1.98M	Sell	59,385 -46,969	-44%	-$1.43M	0.03%	158
2025 Q4	$2.93M	Sell	106,354 -10,953	-9%	-$298K	0.05%	160
2025 Q3	$3.32M	Sell	117,307 -106,437	-48%	-$2.89M	0.06%	149
2025 Q2	$5.81M	Sell	223,744 -4,108	-2%	-$105K	0.05%	168
2025 Q1	$5.82M	Sell	227,852 -8,891	-4%	-$222K	0.06%	161
2024 Q4	$5.59M	Buy	+236,743	New	+$5.8M	0.05%	169

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Group Private Client Services's SOBO Position: Q2 2026 in Review

Capital Group Private Client Services reduced its South Bow Corp (SOBO) stake by 30% in Q2 2026, selling an estimated $637K and leaving 41,275 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #185.

Capital Group Private Client Services first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q1 2025. 304 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Capital Group Private Client Services held 41,275 shares of South Bow Corp worth $1.45M as of Q2 2026.
Capital Group Private Client Services sold 18,110 South Bow Corp shares in Q2 2026, an estimated $637K.
South Bow Corp made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #185 holding.
Capital Group Private Client Services first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Capital Group Private Client Services's South Bow Corp position peaked at $5.82M in Q1 2025.
304 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.