Rothschild Investment LLC’s South Bow Corp SOBO Stock Holding History

Rothschild Investment LLC’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	$528	Hold	15	–	–	﹤0.01%	3252
2026 Q1	$497	Sell	15 -23	-61%	-$698	﹤0.01%	3130
2025 Q4	$1.06K	Hold	38	–	–	﹤0.01%	2654
2025 Q3	$1.08K	Hold	38	–	–	﹤0.01%	2541
2025 Q2	$985	Hold	38	–	–	﹤0.01%	2480
2025 Q1	$971	Hold	38	–	–	﹤0.01%	2361
2024 Q4	$896	Buy	+38	New	+$930	﹤0.01%	2276

Other funds holding SOBO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's SOBO Position: Q2 2026 in Review

Rothschild Investment LLC held its South Bow Corp (SOBO) position steady in Q2 2026 at 15 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Rothschild Investment LLC first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08K in Q3 2025. 124 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Rothschild Investment LLC held 15 shares of South Bow Corp worth $528 as of Q2 2026.
Rothschild Investment LLC left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3252 holding.
Rothschild Investment LLC first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Rothschild Investment LLC's South Bow Corp position peaked at $1.08K in Q3 2025.
124 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.