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Source Capital shares owned by Waypoint Wealth Partners

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Waypoint Wealth Partners from 13F filings

Historical chart of Waypoint Wealth Partners investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 7.2k 44.53

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
United Parcel Service CL B (UPS)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Waypoint Wealth Partners

Top funds holding Source Capital

D.A. Davidson & Co.
Morgan Stanley
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
First Trust Advisors
Chemistry Wealth Management
Shaker Financial Services
Raymond James & Associates
Bank of America Corporation
Anchor Investment Management
Us Bancorp
International Assets Investment Management
Envestnet Asset Management
Invesco

View all funds holding Source Capital