Cerity Partners’s South Bow Corp SOBO Stock Holding History

Cerity Partners’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 Q2	–	Sell	-8,261	Closed	-$211K	–	2781
2025 Q1	$211K	Buy	+8,261	New	+$207K	﹤0.01%	2193

Other funds holding SOBO

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Cerity Partners's SOBO Position: Q2 2025 in Review

Cerity Partners sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 8,261 shares — an estimated $211K sold.

Cerity Partners first reported a position in SOBO in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

Cerity Partners reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 8,261 South Bow Corp shares in Q2 2025, an estimated $211K.
Cerity Partners first reported a position in South Bow Corp in Q1 2025 and held it in 1 quarter.
Cerity Partners's South Bow Corp position peaked at $211K in Q1 2025.
289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.