B. Riley Wealth Advisors’s South Bow Corp SOBO Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$689K	Buy	+28,630	New	+$701K	0.02%	575

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

B. Riley Wealth Advisors's SOBO Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in South Bow Corp (SOBO) in Q4 2024: 28,630 shares worth $689K. The stake represents 0.02% of the portfolio and ranks #575 among its holdings.

284 funds tracked by Wall St. Rank hold SOBO as of Q4 2024.

B. Riley Wealth Advisors held 28,630 shares of South Bow Corp worth $689K as of Q4 2024.
South Bow Corp was a new B. Riley Wealth Advisors position in Q4 2024.
South Bow Corp made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #575 holding.
284 funds tracked by Wall St. Rank held South Bow Corp as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.