Baltimore-Washington Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $808k 18k 45.02
2025-06-30 $649k 15k 43.36
2025-03-31 $621k 15k 41.51

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Baltimore-Washington Financial Advisors

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