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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capital Group Private Client Services's SOBO Position: Q1 2026 in Review

Capital Group Private Client Services reduced its South Bow Corp (SOBO) stake by 44% in Q1 2026, selling an estimated $1.43M and leaving 59,385 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #158.

Capital Group Private Client Services first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.82M in Q1 2025. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Capital Group Private Client Services held 59,385 shares of South Bow Corp worth $1.98M as of Q1 2026.
Capital Group Private Client Services sold 46,969 South Bow Corp shares in Q1 2026, an estimated $1.43M.
South Bow Corp made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #158 holding.
Capital Group Private Client Services first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
Capital Group Private Client Services's South Bow Corp position peaked at $5.82M in Q1 2025.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.