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Source Capital shares owned by AE Wealth Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $541k 12k 45.97

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Micron Technology (MU)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500val (SPYV)
Meta Platforms Cl A (META)

View all positions for AE Wealth Management

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Shaker Financial Services
Diversified Management
Hara Capital
Morgan Stanley
First Trust Advisors
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Raymond James Financial
Invesco
Anchor Investment Management
Smith Asset Management
Hennion & Walsh Asset Management
Us Bancorp

View all funds holding Source Capital