Zimmer Partners’s South Bow Corp SOBO Stock Holding History

Zimmer Partners’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	–	Sell	-126,000	Closed	-$3.27M	–	207
2025 Q2	$3.27M	Sell	126,000 -49,000	-28%	-$1.25M	0.07%	122
2025 Q1	$4.47M	Buy	+175,000	New	+$4.38M	0.08%	122

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

Zimmer Partners's SOBO Position: Q3 2025 in Review

Zimmer Partners sold out of South Bow Corp (SOBO) in Q3 2025, closing a stake of 126,000 shares — an estimated $3.27M sold.

Zimmer Partners first reported a position in SOBO in Q1 2025 and held it in 2 quarters. The position peaked at $4.47M in Q1 2025. 293 funds tracked by Wall St. Rank hold SOBO as of Q3 2025.

Zimmer Partners reported no remaining South Bow Corp position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 126,000 South Bow Corp shares in Q3 2025, an estimated $3.27M.
Zimmer Partners first reported a position in South Bow Corp in Q1 2025 and held it in 2 quarters.
Zimmer Partners's South Bow Corp position peaked at $4.47M in Q1 2025.
293 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.