Wiley Bros.-aintree Capital »

Source Capital shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $763k 17k 45.76
2025-09-30 $749k 17k 45.02
2025-06-30 $669k 15k 43.36

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)

View all positions for Wiley Bros.-aintree Capital

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