Whittier Trust’s South Bow Corp SOBO Stock Holding History

Whittier 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
2025 Q1	–	Sell	-364	Closed	-$8.57K	–	1574
2024 Q4	$8.57K	Buy	+364	New	+$8.91K	﹤0.01%	1274

Other funds holding SOBO

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Whittier Trust's SOBO Position: Q1 2025 in Review

Whittier Trust sold out of South Bow Corp (SOBO) in Q1 2025, closing a stake of 364 shares — an estimated $8.57K sold.

Whittier Trust first reported a position in SOBO in Q4 2024 and held it in 1 quarter. The position peaked at $8.57K in Q4 2024. 298 funds tracked by Wall St. Rank hold SOBO as of Q1 2025.

Whittier Trust reported no remaining South Bow Corp position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 364 South Bow Corp shares in Q1 2025, an estimated $8.57K.
Whittier Trust first reported a position in South Bow Corp in Q4 2024 and held it in 1 quarter.
Whittier Trust's South Bow Corp position peaked at $8.57K in Q4 2024.
298 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.