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Source Capital shares owned by Align Financial

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

Historical chart of Align Financial investment in Source Capital

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All positions including Source Capital held by Align Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $155k 3.3k 46.31

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Source Capital

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

View all funds holding Source Capital