Jones Financial Companies, L.L »

Source Capital shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Source Capital

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All positions including Source Capital held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 2.7k 44.73
2025-06-30 $107k 2.5k 43.17
2025-03-31 $66k 1.6k 41.56

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

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