RWM
SOBO

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

Raffa 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
2025
Q2 		– Sell
-9
Closed -$230 – 1146
2025
Q1 		$230 Hold
9
– – ﹤0.01% 1040
2024
Q4 		$212 Buy
+9
New +$220 ﹤0.01% 1078

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 $1.9T AUM 41.92% 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

Raffa Wealth Management's SOBO Position: Q2 2025 in Review

Raffa Wealth Management sold out of South Bow Corp (SOBO) in Q2 2025, closing a stake of 9 shares — an estimated $230 sold.

Raffa Wealth Management first reported a position in SOBO in Q4 2024 and held it in 2 quarters. The position peaked at $230 in Q1 2025. 289 funds tracked by Wall St. Rank hold SOBO as of Q2 2025.

  • Raffa Wealth Management reported no remaining South Bow Corp position as of Q2 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 9 South Bow Corp shares in Q2 2025, an estimated $230.
  • Raffa Wealth Management first reported a position in South Bow Corp in Q4 2024 and held it in 2 quarters.
  • Raffa Wealth Management's South Bow Corp position peaked at $230 in Q1 2025.
  • 289 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.