Lodestone Wealth Management
SOBO icon

Lodestone Wealth Management’s South Bow Corp SOBO Stock Holding History

Lodestone Wealth Management’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 		$265 Hold
8
– – ﹤0.01% 784
2026
Q2 		$282 Hold
8
– – ﹤0.01% 757
2026
Q1 		$267 Hold
8
– – ﹤0.01% 760
2025
Q4 		$220 Buy
+8
New +$217 ﹤0.01% 777

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
Lipe & Dalton
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Lodestone Wealth Management's SOBO Position: Q3 2026 in Review

Lodestone Wealth Management held its South Bow Corp (SOBO) position steady in Q3 2026 at 8 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Lodestone Wealth Management first reported a position in SOBO in Q4 2025 and has held it in 4 quarters since. The position peaked at $282 in Q2 2026. 35 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Lodestone Wealth Management held 8 shares of South Bow Corp worth $265 as of Q3 2026.
  • Lodestone Wealth Management left its South Bow Corp share count unchanged in Q3 2026.
  • South Bow Corp made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #784 holding.
  • Lodestone Wealth Management first reported a position in South Bow Corp in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's South Bow Corp position peaked at $282 in Q2 2026.
  • 35 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.