ETS
SOBO

ESL Trust Services’s South Bow Corp SOBO Stock Holding History

ESL Trust 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 		$3.52K Hold
100
– – ﹤0.01% 248
2026
Q1 		$3.33K Hold
100
– – ﹤0.01% 237
2025
Q4 		$2.75K Hold
100
– – ﹤0.01% 241
2025
Q3 		$2.83K Buy
100
+40
+67% +$1.09K ﹤0.01% 251
2025
Q2 		$1.55K Hold
60
– – ﹤0.01% 210
2025
Q1 		$1.53K Hold
60
– – ﹤0.01% 293
2024
Q4 		$1.41K Buy
+60
New +$1.47K ﹤0.01% 315

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ESL Trust Services's SOBO Position: Q2 2026 in Review

ESL Trust Services held its South Bow Corp (SOBO) position steady in Q2 2026 at 100 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

ESL Trust Services first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • ESL Trust Services held 100 shares of South Bow Corp worth $3.52K as of Q2 2026.
  • ESL Trust Services left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of ESL Trust Services's portfolio in Q2 2026, its #248 holding.
  • ESL Trust Services first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.