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Source Capital shares owned by Us Bancorp

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

Historical chart of Us Bancorp investment in Source Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Source Capital by Us Bancorp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 25k 45.02
2025-06-30 $1.1M 25k 43.36
2025-03-31 $1.0M 25k 41.51

More positions owned by Us Bancorp

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)

View all positions for Us Bancorp

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