AF
SOR

Allworth Financial’s Source Capital SOR Stock Holding History

Allworth Financial’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85K Buy
+40
New +$1.9K ﹤0.01% 4373

Other funds holding SOR

DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $619M AUM

Allworth Financial's SOR Position: Q1 2026 in Review

Allworth Financial opened a new position in Source Capital (SOR) in Q1 2026: 40 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #4373 among its holdings.

56 funds tracked by Wall St. Rank hold SOR as of Q1 2026.

  • Allworth Financial held 40 shares of Source Capital worth $1.85K as of Q1 2026.
  • Source Capital was a new Allworth Financial position in Q1 2026.
  • Source Capital made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4373 holding.
  • 56 funds tracked by Wall St. Rank held Source Capital as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.