DZ Bank’s South Bow Corp SOBO Stock Holding History

DZ Bank’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	-4,000	Closed	-$102K	–	1066
2025 Q1	$102K	Sell	4,000 -100	-2%	-$2.5K	﹤0.01%	901
2024 Q4	$96.7K	Buy	+4,100	New	+$100K	﹤0.01%	870

Other funds holding SOBO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CIA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

DZ Bank's SOBO Position: Q2 2025 in Review

DZ Bank sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 4,000 shares — an estimated $102K sold.

DZ Bank first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q1 2025. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

DZ Bank reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
DZ Bank sold 4,000 South Bow Corp shares in Q2 2025, an estimated $102K.
DZ Bank first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
DZ Bank's South Bow Corp position peaked at $102K in Q1 2025.
289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.