SOURCE CAPITAL /DE/ (SOR)

NYSE · Funds & ETFs

Price

$45.60

Day

-1.05%

Close 2026-09-22.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• DKM Wealth Management, Inc. — $14.39M
• D.A. DAVIDSON & CO. — $7.67M
• Shaker Financial Services, LLC — $7.08M
• DIVERSIFIED MANAGEMENT INC — $5.58M
• Hara Capital LLC — $4.58M
• MORGAN STANLEY — $4.18M
• FIRST TRUST ADVISORS LP — $3.47M
• Mesirow Financial Investment Management, Inc. — $3.47M

Recent filings

• 5 — 2026-04-30
• DEF 14A — 2026-04-07
• 8-K — 2026-03-27
• 5 — 2026-02-17
• 8-K — 2026-01-30
• 8-K — 2026-01-29
• DEF 14A — 2025-04-07