Source Capital — Institutional Ownership
Which tracked institutions hold SOR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
11
Funds holding
$14186241
Total value held
Buying
5 added/new · 4 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $4177616 | 90877 | +558 | +0.62% |
| 2 | Wells Fargo & Company/Mn | $3103138 | 67504 | -814 | -1.19% |
| 3 | Raymond James Financial Inc | $2667036 | 58017 | -941 | -1.60% |
| 4 | Invesco Ltd. | $1560773 | 33952 | +33952 | NEW BUY |
| 5 | Us Bancorp \De\ | $1140056 | 24800 | — | Held |
| 6 | Bank Of America Corp /De/ | $645337 | 14038 | +100 | +0.72% |
| 7 | Pinnacle Financial Partners, Inc. | $475062 | 10334 | +5302 | +105.37% |
| 8 | Ubs Group Ag | $255593 | 5560 | +5560 | NEW BUY |
| 9 | Royal Bank Of Canada | $83000 | 1815 | -10836 | -85.65% |
| 10 | Pnc Financial Services Group, Inc. | $45971 | 1000 | — | Held |
| 11 | Jpmorgan Chase & Co | $32659 | 717 | -600 | -45.56% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.