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Source Capital shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 5.2k 45.97
2026-03-31 $237k 5.1k 46.32
2025-12-31 $231k 5.1k 45.76
2025-09-30 $224k 5.0k 45.02
2025-06-30 $213k 4.9k 43.37
2025-03-31 $201k 4.8k 41.51

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Shaker Financial Services
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
Anchor Investment Management
Invesco
Smith Asset Management
Hennion & Walsh Asset Management

View all funds holding Source Capital