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Source Capital shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 4.7k 45.97
2025-09-30 $367k 8.2k 45.02

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

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