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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in SOBO — South Bow Corp

CIK 927971 TORONTO, A6
Back to SOBO Full portfolio

Position in SOBO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$195,748,470
-$23,921,923 QoQ
Shares Held
5,554,724
-15.7% QoQ
Ownership
2.66%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#5
of 301 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SOBO Over Time

Shares Held

Position Value (USD)

Derivatives in SOBO

reported options exposure · as of Jun 30, 2026
CallValue
$546,220
CallShares
15,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $7,774,075,511 across 23 Oil & Gas Midstream names. SOBO ranks #5 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ENB
Enbridge Inc
 61,486,532 $3,333,184,895
2 TRP
Tc Energy Corp
 37,261,213 $2,470,045,809
3 PBA
Pembina Pipeline Corp
 21,611,518 $999,532,704
4 WMB
Williams Companies, Inc.
 3,375,356 $250,923,961
5 SOBO
South Bow Corp
This page 		5,554,724 $195,748,470
6 KMI
Kinder Morgan, Inc.
 4,730,537 $151,235,262
7 MPLX
Mplx LP
 2,549,532 $143,615,136
8 TRGP
Targa Resources Corp.
 279,363 $74,908,391

All Filings in SOBO

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $195,748,470 5,554,724
2026-06-30 $546,220 15,500
2026-03-31 $219,670,393 6,592,749
2026-03-31 $1,666,000 50,000
2025-12-31 $2,747,000 100,000
2025-12-31 $168,812,074 6,145,325
2025-09-30 $174,220,568 6,158,380
2025-09-30 $3,536,250 125,000
2025-06-30 $159,000,805 6,136,658
2025-03-31 $145,692,299 5,708,946
2025-03-31 $4,448,136 174,300
2025-03-31 $3,828,000 150,000
2024-12-31 $126,084,600 5,349,368