CA
SOR

Crossingbridge Advisors’s Source Capital SOR Stock Holding History

Crossingbridge Advisors’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
Q2 		$78.1K Buy
+1,700
New +$77.7K 0.01% 146

Other funds holding SOR

DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crossingbridge Advisors's SOR Position: Q2 2026 in Review

Crossingbridge Advisors opened a new position in Source Capital (SOR) in Q2 2026: 1,700 shares worth $78.1K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings.

55 funds tracked by Wall St. Rank hold SOR as of Q2 2026.

  • Crossingbridge Advisors held 1,700 shares of Source Capital worth $78.1K as of Q2 2026.
  • Source Capital was a new Crossingbridge Advisors position in Q2 2026.
  • Source Capital made up 0.01% of Crossingbridge Advisors's portfolio in Q2 2026, its #146 holding.
  • 55 funds tracked by Wall St. Rank held Source Capital as of Q2 2026.

Based on Crossingbridge Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.