Source Capital — Institutional Ownership
Which tracked institutions hold SOR, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
9
Funds holding
$13752652
Total value held
Buying
6 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $4183590 | 90319 | -1644 | -1.79% |
| 2 | Wells Fargo & Company/Mn | $2783261 | 60823 | +4951 | +8.86% |
| 3 | Raymond James Financial Inc | $2730931 | 58958 | +8116 | +15.96% |
| 4 | Invesco Ltd. | $1395085 | 30487 | +2891 | +10.48% |
| 5 | Us Bancorp \De\ | $1148736 | 24800 | — | Held |
| 6 | Bank Of America Corp /De/ | $645619 | 13938 | -1169 | -7.74% |
| 7 | Royal Bank Of Canada | $586000 | 12651 | — | NEW BUY |
| 8 | Pinnacle Financial Partners, Inc. | $233110 | 5032 | — | NEW BUY |
| 9 | Pnc Financial Services Group, Inc. | $46320 | 1000 | +950 | +1900.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.