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Source Capital shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $604k 15k 40.38
2023-09-30 $577k 15k 38.59

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Select Sector Spdr Tr Sbi Healthcare (XLV)
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View all positions for Baltimore-Washington Financial Advisors

Top funds holding Source Capital

D.A. Davidson & Co.
Chemistry Wealth Management
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Raymond James & Associates
Shaker Financial Services
Bank of America Corporation
Pecaut & Co.
Anchor Investment Management
Us Bancorp
Hennion & Walsh Asset Management
Park Avenue Securities
Baltimore-Washington Financial Advisors
Mraz, Amerine & Associates

View all funds holding Source Capital