Colonial Trust Advisors’s South Bow Corp SOBO Stock Holding History

Colonial Trust Advisors’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	–	Sell	-42	Closed	-$1.09K	–	743
2025 Q2	$1.09K	Hold	42	–	–	﹤0.01%	652
2025 Q1	$1.07K	Hold	42	–	–	﹤0.01%	637
2024 Q4	$990	Buy	+42	New	+$1.03K	﹤0.01%	636

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Colonial Trust Advisors's SOBO Position: Q3 2025 in Review

Colonial Trust Advisors sold out of South Bow Corp (SOBO) in Q3 2025, closing a stake of 42 shares — an estimated $1.09K sold.

Colonial Trust Advisors first reported a position in SOBO in Q4 2024 and held it in 3 quarters. The position peaked at $1.09K in Q2 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

Colonial Trust Advisors reported no remaining South Bow Corp position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 42 South Bow Corp shares in Q3 2025, an estimated $1.09K.
Colonial Trust Advisors first reported a position in South Bow Corp in Q4 2024 and held it in 3 quarters.
Colonial Trust Advisors's South Bow Corp position peaked at $1.09K in Q2 2025.
293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.