Cornerstone Planning Group
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Cornerstone Planning Group’s South Bow Corp SOBO Stock Holding History

Cornerstone Planning Group’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 		– Sell
-50
Closed -$1.92K – 1814
2026
Q2 		$1.92K Hold
50
– – ﹤0.01% 1341
2026
Q1 		$1.77K Buy
50
+28
+127% +$850 ﹤0.01% 1322
2025
Q4 		$618 Sell
22
-2,568
-99% -$69.8K ﹤0.01% 1471
2025
Q3 		$246K Buy
2,590
+2,568
+11,673% +$69.8K 0.04% 121
2025
Q2 		$588 Sell
22
-22
-50% -$560 ﹤0.01% 1251
2025
Q1 		$1.09K Hold
44
– – ﹤0.01% 1112
2024
Q4 		$1.05K Buy
+44
New +$1.08K ﹤0.01% 943

Other funds holding SOBO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
SL Advisors
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Lipe & Dalton
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return

Cornerstone Planning Group's SOBO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of South Bow Corp (SOBO) in Q3 2026, closing a stake of 50 shares — an estimated $1.92K sold.

Cornerstone Planning Group first reported a position in SOBO in Q4 2024 and held it in 7 quarters. The position peaked at $246K in Q3 2025. 37 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining South Bow Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 South Bow Corp shares in Q3 2026, an estimated $1.92K.
  • Cornerstone Planning Group first reported a position in South Bow Corp in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's South Bow Corp position peaked at $246K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.