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Source Capital shares owned by Mather Group

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

Historical chart of Mather Group investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Mather Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 234 44.99
2025-03-31 $7.2k 174 41.47

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Lennox International (LII)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for Mather Group

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