BRWA
SOBO

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
2025
Q2 		– Sell
-39,850
Closed -$1.02M – 1399
2025
Q1 		$1.02M Buy
39,850
+11,220
+39% +$281K 0.03% 502
2024
Q4 		$689K Buy
+28,630
New +$701K 0.02% 575

Other funds holding SOBO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

B. Riley Wealth Advisors's SOBO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 39,850 shares — an estimated $1.02M sold.

B. Riley Wealth Advisors first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q1 2025. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 39,850 South Bow Corp shares in Q2 2025, an estimated $1.02M.
  • B. Riley Wealth Advisors first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's South Bow Corp position peaked at $1.02M in Q1 2025.
  • 289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.