Cary Street Partners Financial »

Source Capital shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners Financial investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Cary Street Partners Financial 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 6.0k 45.76
2025-09-30 $218k 4.8k 45.02

More positions owned by Cary Street Partners Financial

Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Fairlead Tactical Sector ETF Etf (TACK)
Tcw Flexible Income Etf Etf (FLXR)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Eafe Value Etf Etf (EFV)
Jpmorgan Active Growth Etf Etf (JGRO)

View all positions for Cary Street Partners Financial

Top funds holding Source Capital

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

View all funds holding Source Capital