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Source Capital shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 6.0k 45.76

More positions owned by Uptown Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Uptown Financial Advisors

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