Colonial Trust Co / SC »

Source Capital shares owned by Colonial Trust Co / SC

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Colonial Trust Co / SC from 13F filings

Historical chart of Colonial Trust Co / SC investment in Source Capital

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All positions including Source Capital held by Colonial Trust Co / SC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Colonial Trust Co / SC

Quarter filed Position value Share count Share price at filing
2025-12-31 $119k 2.6k 45.75

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Jpmorgan Chase & Co Stock (JPM)
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Amazon Stock (AMZN)
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First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)
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View all positions for Colonial Trust Co / SC

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
Shaker Financial Services

View all funds holding Source Capital