Anchor Investment Management »

Source Capital shares owned by Anchor Investment Management

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

Historical chart of Anchor Investment Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 31k 45.02
2025-06-30 $1.4M 32k 43.36
2025-03-31 $1.3M 30k 41.51

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Abbvie Stock (ABBV)
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Johnson & Johnson Stock (JNJ)

View all positions for Anchor Investment Management

Top funds holding Source Capital

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

View all funds holding Source Capital