WSFS
SOBO

Wilmington Savings Fund Society’s South Bow Corp SOBO Stock Holding History

Wilmington Savings Fund Society’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 		$21.3K Hold
603
– – ﹤0.01% 1072
2026
Q1 		$20.1K Hold
603
– – ﹤0.01% 1076
2025
Q4 		$16.6K Hold
603
– – ﹤0.01% 1111
2025
Q3 		$17.1K Sell
603
-18
-3% -$489 ﹤0.01% 1104
2025
Q2 		$16.1K Hold
621
– – ﹤0.01% 1523
2025
Q1 		$15.8K Hold
621
– – ﹤0.01% 1515
2024
Q4 		$14.6K Buy
+621
New +$15.2K ﹤0.01% 1570

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wilmington Savings Fund Society's SOBO Position: Q2 2026 in Review

Wilmington Savings Fund Society held its South Bow Corp (SOBO) position steady in Q2 2026 at 603 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Wilmington Savings Fund Society first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Wilmington Savings Fund Society held 603 shares of South Bow Corp worth $21.3K as of Q2 2026.
  • Wilmington Savings Fund Society left its South Bow Corp share count unchanged in Q2 2026.
  • South Bow Corp made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1072 holding.
  • Wilmington Savings Fund Society first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.