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Source Capital shares owned by Shaker Financial Services

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

Historical chart of Shaker Financial Services investment in Source Capital

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

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Quarterly reported holdings in Source Capital by Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 9.3k 45.02
2025-06-30 $2.6M 61k 43.36
2025-03-31 $1.1M 27k 41.51

More positions owned by Shaker Financial Services

Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Royce Micro Capital Trust (RMT)
Nuveen Core Equity Alpha Fund (JCE)
Liberty All Star Equity Sh Ben Int (USA)
Eaton Vance Tax-Managed Buy-Write Income (ETB)
Liberty All-Star Growth Fund (ASG)
Central Securities (CET)
Calamos Global Dynamic Income Fund (CHW)
Special Opportunities Fund (SPE)
Adams Express Company (ADX)
First Trust Enhanced Equity Income Fund (FFA)
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)
European Equity Fund (EEA)
Royce Value Trust (RVT)
Eaton Vance Tax Managed Buy Write Opport (ETV)

View all positions for Shaker Financial Services

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