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Source Capital shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private Wealth Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0k 200 45.02
2025-06-30 $8.7k 200 43.37
2025-03-31 $8.3k 200 41.51

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth 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