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Source Capital shares owned by Pinnacle Financial Partners

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

Historical chart of Pinnacle Financial Partners investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Pinnacle Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $233k 5.0k 46.33

More positions owned by Pinnacle Financial Partners

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Coca-Cola Company (KO)
Global Payments (GPN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Pinnacle Finl Partners (PNFP)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Southern Company (SO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Pinnacle Financial Partners

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
Anchor Investment Management
Invesco
Shaker Financial Services
Smith Asset Management
Hennion & Walsh Asset Management

View all funds holding Source Capital