SOURCE CAPITAL /DE/(SOR)— Stock Profile, AI Score & Financials

NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.

SOURCE CAPITAL /DE/ (SOR) stock profile, AI quality score, and SEC EDGAR financial data. SOR is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of SOR by reported 13-F value include DKM Wealth Management, D.A. DAVIDSON, Shaker Financial Services, based on the most recent SEC filings. SOR trades on the NYSE exchange and files with the SEC under CIK 91847. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SOR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOURCE CAPITAL /DE/ directly from SEC EDGAR.

Institutions holding SOR

Institutional investors reporting a position in SOURCE CAPITAL /DE/ on SEC Form 13F.
InstitutionSharesValueReported
DKM Wealth Management313,096$14.4M2026-06-30
D.A. DAVIDSON166,920$7.7M2026-06-30
Shaker Financial Services153,966$7.1M2026-06-30
DIVERSIFIED MANAGEMENT121,285$5.6M2026-06-30
Hara Capital99,565$4.6M2026-06-30
MORGAN STANLEY90,877$4.2M2026-06-30
FIRST ADVISORS75,554$3.5M2026-06-30
Mesirow Financial Investment Management75,409$3.5M2026-06-30
WELLS FARGO & COMPANY67,504$3.1M2026-06-30
RAYMOND JAMES FINANCIAL58,017$2.7M2026-06-30
SEC EDGAR: CIK 91847 →
SOR

SOURCE CAPITAL /DE/

SOR
NYSESmall CapOther

13F Pro Quality Score

Not in ranked universe

No SEC XBRL data

This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

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Top Institutional Holders

as of Q2 2026
$73.93M total
DKM Wealth Management, Inc.
$14.39M+3.9%
D.A. DAVIDSON & CO.
$7.67M-1.4%
Shaker Financial Services, LLC
$7.08M+409.7%
DIVERSIFIED MANAGEMENT INC
$5.58M+2.8%
Hara Capital LLC
$4.58M+53.8%
MORGAN STANLEY
$4.18M+0.6%
FIRST TRUST ADVISORS LP
$3.47M+1.4%
Mesirow Financial Investment Management, Inc.
$3.47M+0.1%
WELLS FARGO & COMPANY/MN
$3.10M-1.2%
RAYMOND JAMES FINANCIAL INC
$2.67M-1.6%
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