Private Trust Company’s South Bow Corp SOBO Stock Holding History

Private Trust Company’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	$23.9K	Sell	678 -45	-6%	-$1.58K	﹤0.01%	1709
2026 Q1	$24.1K	Sell	723 -66	-8%	-$2K	﹤0.01%	1618
2025 Q4	$21.7K	Hold	789	–	–	﹤0.01%	1615
2025 Q3	$22.3K	Buy	+789	New	+$21.4K	﹤0.01%	1594

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

Private Trust Company's SOBO Position: Q2 2026 in Review

Private Trust Company reduced its South Bow Corp (SOBO) stake by 6.2% in Q2 2026, selling an estimated $1.58K and leaving 678 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Private Trust Company first reported a position in SOBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Private Trust Company held 678 shares of South Bow Corp worth $23.9K as of Q2 2026.
Private Trust Company sold 45 South Bow Corp shares in Q2 2026, an estimated $1.58K.
South Bow Corp made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1709 holding.
Private Trust Company first reported a position in South Bow Corp in Q3 2025 and has held it in 4 quarters since.
Private Trust Company's South Bow Corp position peaked at $24.1K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.