Sageworth Trust’s South Bow Corp SOBO Stock Holding History

Sageworth Trust’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	–	Sell	-6,242	Closed	-$208K	–	182
2026 Q1	$208K	Buy	+6,242	New	+$190K	0.01%	166

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

Sageworth Trust's SOBO Position: Q2 2026 in Review

Sageworth Trust sold out of South Bow Corp (SOBO) in Q2 2026, closing a stake of 6,242 shares — an estimated $208K sold.

Sageworth Trust first reported a position in SOBO in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Sageworth Trust reported no remaining South Bow Corp position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 6,242 South Bow Corp shares in Q2 2026, an estimated $208K.
Sageworth Trust first reported a position in South Bow Corp in Q1 2026 and held it in 1 quarter.
Sageworth Trust's South Bow Corp position peaked at $208K in Q1 2026.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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