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Source Capital shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Source Capital

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

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Quarterly reported holdings in Source Capital by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $527k 11k 46.32

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Hara Capital
Raymond James Financial
Keating Financial Advisory Services
Hennion & Walsh Asset Management
Anchor Investment Management
Invesco
Shaker Financial Services
Smith Asset Management

View all funds holding Source Capital