Raymond James Financial
SOBO

Raymond James Financial’s South Bow Corp SOBO Stock Holding History

Raymond James Financial’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
Q2 		$1.97M Buy
55,903
+495
+0.9% +$17.4K ﹤0.01% 3496
2026
Q1 		$1.85M Buy
55,408
+89
+0.2% +$2.7K ﹤0.01% 3422
2025
Q4 		$1.52M Buy
55,319
+300
+0.5% +$8.15K ﹤0.01% 3488
2025
Q3 		$1.56M Sell
55,019
-2,775
-5% -$75.4K ﹤0.01% 3369
2025
Q2 		$1.5M Buy
+57,794
New +$1.47M ﹤0.01% 3298
2025
Q1 		– Sell
-18,756
Closed -$442K – 4981
2024
Q4 		$442K Buy
+18,756
New +$459K ﹤0.01% 3980

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial's SOBO Position: Q2 2026 in Review

Raymond James Financial increased its South Bow Corp (SOBO) stake by 0.89% in Q2 2026, buying an estimated $17.4K and bringing the position to 55,903 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Raymond James Financial first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Raymond James Financial held 55,903 shares of South Bow Corp worth $1.97M as of Q2 2026.
  • Raymond James Financial bought 495 South Bow Corp shares in Q2 2026, an estimated $17.4K.
  • South Bow Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3496 holding.
  • Raymond James Financial first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.