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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
Q3 		$230K Hold
9,844
– – 0.11% 71
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

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $532M AUM 7.98% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Lipe & Dalton's SOBO Position: Q3 2026 in Review

Lipe & Dalton held its South Bow Corp (SOBO) position steady in Q3 2026 at 9,844 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #71.

Lipe & Dalton first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $245K in Q2 2026. 26 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Lipe & Dalton held 9,844 shares of South Bow Corp worth $230K as of Q3 2026.
  • Lipe & Dalton left its South Bow Corp share count unchanged in Q3 2026.
  • South Bow Corp made up 0.11% of Lipe & Dalton's portfolio in Q3 2026, its #71 holding.
  • Lipe & Dalton first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
  • Lipe & Dalton's South Bow Corp position peaked at $245K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.