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Source Capital shares owned by FMR

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

Historical chart of FMR investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by FMR

Quarter filed Position value Share count Share price at filing
2025-12-31 $46 1 46.00

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Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
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Netflix (NFLX)
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View all positions for FMR

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