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Source Capital shares owned by Russell Investments

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

Historical chart of Russell Investments investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Russell Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $119k 2.6k 45.76

More positions owned by Russell Investments

Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Alphabet Common Stock (GOOG)
Meta Platforms Common Stock (META)
Broadcom Common Stock (AVGO)
Taiwan Semiconductor Manufacturing Common Stock (TSM)
Mastercard Incorporated Common Stock (MA)
Tesla Common Stock (TSLA)
Eli Lilly And Company Common Stock (LLY)
J P Morgan Chase And Common Stock (JPM)
Visa Common Stock (V)
Johnson Johnson Common Stock (JNJ)

View all positions for Russell Investments

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