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BOLTON SECURITIES CORPORATION’s South Bow Corp SOBO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$36.5K Sell
1,100
-3
-0.3% -$109 ﹤0.01% 1440
2026
Q2 		$38.8K Buy
1,103
+3
+0.3% +$106 ﹤0.01% 1423
2026
Q1 		$36.5K Hold
1,100
– – ﹤0.01% 1303
2025
Q4 		$30.3K Hold
1,100
– – ﹤0.01% 1324
2025
Q3 		$31.1K Hold
1,100
– – ﹤0.01% 1276
2025
Q2 		$28.5K Hold
1,100
– – ﹤0.01% 1257
2025
Q1 		$28.1K Buy
+1,100
New +$27.5K ﹤0.01% 1207

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SOBO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its South Bow Corp (SOBO) stake by 0.27% in Q3 2026, selling an estimated $109 and leaving 1,100 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

BOLTON SECURITIES CORPORATION first reported a position in SOBO in Q1 2025 and has held it in 7 quarters since. The position peaked at $38.8K in Q2 2026. 202 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,100 shares of South Bow Corp worth $36.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 3 South Bow Corp shares in Q3 2026, an estimated $109.
  • South Bow Corp made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1440 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in South Bow Corp in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's South Bow Corp position peaked at $38.8K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.