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Source Capital shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $664k 15k 44.53
2024-06-30 $417k 9.4k 44.26

More positions owned by Lake Street Advisors Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Brookfield Infrast Partners Lp Int Unit (BIP)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Ishares Tr Core Msci Eafe (IEFA)
Brookfield Renewable Partner Partnership Unit (BEP)

View all positions for Lake Street Advisors Group

Top funds holding Source Capital

D.A. Davidson & Co.
Morgan Stanley
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
First Trust Advisors
Chemistry Wealth Management
Shaker Financial Services
Raymond James & Associates
Bank of America Corporation
Anchor Investment Management
Us Bancorp
International Assets Investment Management
Envestnet Asset Management
Invesco

View all funds holding Source Capital