Shell Asset Management’s South Bow Corp SOBO Stock Holding History

Shell Asset Management’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
2025 Q3	$89K	Sell	3,154 -8,210	-72%	-$223K	0.01%	681
2025 Q2	$295K	Buy	11,364 +28	+0.2%	+$712	0.01%	644
2025 Q1	$290K	Buy	11,336 +390	+4%	+$9.76K	0.01%	633
2024 Q4	$258K	Buy	+10,946	New	+$268K	0.01%	733

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shell Asset Management's SOBO Position: Q3 2025 in Review

Shell Asset Management reduced its South Bow Corp (SOBO) stake by 72% in Q3 2025, selling an estimated $223K and leaving 3,154 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #681.

Shell Asset Management first reported a position in SOBO in Q4 2024 and has held it in 4 quarters since. The position peaked at $295K in Q2 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

Shell Asset Management held 3,154 shares of South Bow Corp worth $89K as of Q3 2025.
Shell Asset Management sold 8,210 South Bow Corp shares in Q3 2025, an estimated $223K.
South Bow Corp made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #681 holding.
Shell Asset Management first reported a position in South Bow Corp in Q4 2024 and has held it in 4 quarters since.
Shell Asset Management's South Bow Corp position peaked at $295K in Q2 2025.
293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.