Guardian Partners’s South Bow Corp SOBO Stock Holding History

Guardian 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
2026 Q1	$463K	Sell	13,937 -24	-0.2%	-$729	0.04%	147
2025 Q4	$399K	Sell	13,961 -353	-2%	-$9.59K	0.03%	168
2025 Q3	$401K	Sell	14,314 -1,481	-9%	-$40.3K	0.03%	143
2025 Q2	$415K	Sell	15,795 -2,180	-12%	-$55.5K	0.04%	145
2025 Q1	$430K	Sell	17,975 -11,683	-39%	-$292K	0.04%	132
2024 Q4	$690K	Buy	+29,658	New	+$726K	0.07%	117

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

Guardian Partners's SOBO Position: Q1 2026 in Review

Guardian Partners reduced its South Bow Corp (SOBO) stake by 0.17% in Q1 2026, selling an estimated $729 and leaving 13,937 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #147.

Guardian Partners first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $690K in Q4 2024. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Guardian Partners held 13,937 shares of South Bow Corp worth $463K as of Q1 2026.
Guardian Partners sold 24 South Bow Corp shares in Q1 2026, an estimated $729.
South Bow Corp made up 0.04% of Guardian Partners's portfolio in Q1 2026, its #147 holding.
Guardian Partners first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's South Bow Corp position peaked at $690K in Q4 2024.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.