Northwest & Ethical Investments’s South Bow Corp SOBO Stock Holding History

Northwest & Ethical Investments’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	$1.08M	Buy	30,820 +8,260	+37%	+$291K	0.03%	273
2026 Q1	$750K	Sell	22,560 -2,430	-10%	-$73.8K	0.02%	344
2025 Q4	$687K	Buy	24,990 +6,800	+37%	+$185K	0.02%	356
2025 Q3	$515K	Buy	18,190 +560	+3%	+$15.2K	0.01%	400
2025 Q2	$457K	Buy	+17,630	New	+$448K	0.01%	400

Other funds holding SOBO

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwest & Ethical Investments's SOBO Position: Q2 2026 in Review

Northwest & Ethical Investments increased its South Bow Corp (SOBO) stake by 37% in Q2 2026, buying an estimated $291K and bringing the position to 30,820 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #273.

Northwest & Ethical Investments first reported a position in SOBO in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Northwest & Ethical Investments held 30,820 shares of South Bow Corp worth $1.08M as of Q2 2026.
Northwest & Ethical Investments bought 8,260 South Bow Corp shares in Q2 2026, an estimated $291K.
South Bow Corp made up 0.03% of Northwest & Ethical Investments's portfolio in Q2 2026, its #273 holding.
Northwest & Ethical Investments first reported a position in South Bow Corp in Q2 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.