Portland Investment Counsel’s South Bow Corp SOBO Stock Holding History

Portland Investment Counsel’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	$32.3M	Buy	970,061 +219,017	+29%	+$6.65M	10.36%	3
2025 Q4	$20.7M	Hold	751,044	–	–	6.22%	5
2025 Q3	$21.3M	Sell	751,044 -242,600	-24%	-$6.6M	5.82%	6
2025 Q2	$25.8M	Sell	993,644 -152,584	-13%	-$3.88M	7.59%	5
2025 Q1	$29.3M	Sell	1,146,228 -31,412	-3%	-$786K	8.89%	3
2024 Q4	$27.8M	Buy	+1,177,640	New	+$28.8M	7.13%	3

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

Portland Investment Counsel's SOBO Position: Q1 2026 in Review

Portland Investment Counsel increased its South Bow Corp (SOBO) stake by 29% in Q1 2026, buying an estimated $6.65M and bringing the position to 970,061 shares worth $32.3M. The position accounts for 10.36% of the portfolio, ranked #3.

Portland Investment Counsel first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Portland Investment Counsel held 970,061 shares of South Bow Corp worth $32.3M as of Q1 2026.
Portland Investment Counsel bought 219,017 South Bow Corp shares in Q1 2026, an estimated $6.65M.
South Bow Corp made up 10.36% of Portland Investment Counsel's portfolio in Q1 2026, its #3 holding.
Portland Investment Counsel first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Portland Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.