Silvercrest Asset Management Group »

Source Capital shares owned by Silvercrest Asset Management Group

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Silvercrest Asset Management Group from 13F filings

Historical chart of Silvercrest Asset Management Group investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Silvercrest Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Silvercrest Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 7.8k 45.02

More positions owned by Silvercrest Asset Management Group

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbott Laboratories (ABT)
Oracle Corporation (ORCL)
Cadence Bank (CADE)
Glacier Ban (GBCI)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Williams Companies (WMB)
Cisco Systems (CSCO)
Atmos Energy Corporation (ATO)
Alphabet Inc Class A cs (GOOGL)

View all positions for Silvercrest Asset Management Group

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