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Source Capital shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2k 116 45.02
2025-06-30 $5.0k 116 43.36

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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
Chemistry Wealth Management

View all funds holding Source Capital