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Source Capital shares owned by UBS Group

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

Historical chart of UBS Group investment in Source Capital

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

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Quarterly reported holdings in Source Capital by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $534k 12k 45.02
2025-06-30 $515k 12k 43.36
2025-03-31 $495k 12k 41.51