Source Capital (SOR)
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Earnings reactions
How SOR moved on each past earnings report.
Up
Down
Earnings Impact
Source Capital (SOR) has no earnings-reaction history on record — it does not report quarterly earnings (e.g. a fund, ETF, or other instrument), or is too newly listed to have a track record yet.
Historical Earnings Statistics
Source Capital (SOR) has no earnings-reaction history on record — it does not report quarterly earnings (e.g. a fund, ETF, or other instrument), or is too newly listed to have a track record yet.
event
Earnings Count
0
Total earnings in dataset
trending_up
Avg Abs. Movement
±0.00%
Avg % price change on earnings
account_balance
View all 11 →
Institutional ownership
Holdings as of Jun 30, 2026 · SEC 13-F
11
Funds holding
$14186241
Total value held
Buying
5 added · 4 reduced
Morgan Stanley
$4177616
+0.62%
Wells Fargo & Company/Mn
$3103138
-1.19%
Raymond James Financial Inc
$2667036
-1.60%
Invesco Ltd.
$1560773
NEW BUY
Us Bancorp \De\
$1140056
Held
SEC Filing Types
Recent SEC Filings
5 most recent| Form | Date Filed | View on EDGAR |
|---|---|---|
| N-CSRS | 20260908 | open_in_new SEC.gov |
| NPORT-P | 20260826 | open_in_new SEC.gov |
| N-PX | 20260825 | open_in_new SEC.gov |
| N-2 | 20260610 | open_in_new SEC.gov |
| NPORT-P | 20260522 | open_in_new SEC.gov |