LD
SOBO

Lipe & Dalton’s South Bow Corp SOBO Stock Holding History

Lipe & Dalton’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 		$245K Sell
9,844
-230
-2% -$8.1K 0.11% 70
2026
Q1 		$241K Hold
10,074
– – 0.13% 70
2025
Q4 		$202K Sell
10,074
-155
-2% -$4.21K 0.1% 75
2025
Q3 		$208K Sell
10,229
-40
-0.4% -$1.09K 0.1% 74
2025
Q2 		$195K Sell
10,269
-218
-2% -$5.55K 0.11% 74
2025
Q1 		$186K Sell
10,487
-44
-0.4% -$1.1K 0.1% 77
2024
Q4 		$173K Buy
+10,531
New +$258K 0.09% 80

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

Lipe & Dalton's SOBO Position: Q2 2026 in Review

Lipe & Dalton reduced its South Bow Corp (SOBO) stake by 2.3% in Q2 2026, selling an estimated $8.1K and leaving 9,844 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #70.

Lipe & Dalton 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.

  • Lipe & Dalton held 9,844 shares of South Bow Corp worth $245K as of Q2 2026.
  • Lipe & Dalton sold 230 South Bow Corp shares in Q2 2026, an estimated $8.1K.
  • South Bow Corp made up 0.11% of Lipe & Dalton's portfolio in Q2 2026, its #70 holding.
  • Lipe & Dalton 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 Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.