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

Silvercrest 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
2026 Q2	$791K	Sell	22,433 -988	-4%	-$34.8K	0.01%	648
2026 Q1	$780K	Sell	23,421 -1,839	-7%	-$55.8K	0.01%	630
2025 Q4	$694K	Sell	25,260 -1,871	-7%	-$50.8K	﹤0.01%	664
2025 Q3	$768K	Sell	27,131 -4,240	-14%	-$115K	0.01%	647
2025 Q2	$813K	Buy	31,371 +1,579	+5%	+$40.2K	0.01%	646
2025 Q1	$760K	Buy	29,792 +8,224	+38%	+$206K	0.01%	644
2024 Q4	$508K	Buy	+21,568	New	+$528K	﹤0.01%	686

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

Silvercrest Asset Management's SOBO Position: Q2 2026 in Review

Silvercrest Asset Management reduced its South Bow Corp (SOBO) stake by 4.2% in Q2 2026, selling an estimated $34.8K and leaving 22,433 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #648.

Silvercrest Asset Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $813K in Q2 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Silvercrest Asset Management held 22,433 shares of South Bow Corp worth $791K as of Q2 2026.
Silvercrest Asset Management sold 988 South Bow Corp shares in Q2 2026, an estimated $34.8K.
South Bow Corp made up 0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #648 holding.
Silvercrest Asset Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
Silvercrest Asset Management's South Bow Corp position peaked at $813K in Q2 2025.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.