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Source Capital shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 170k 45.02
2025-06-30 $7.5M 172k 43.36
2025-03-31 $7.1M 171k 41.51

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View all positions for D.A. Davidson & Co.

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