EWA
SOR

EverSource Wealth Advisors’s Source Capital SOR Stock Holding History

EverSource Wealth 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
2025
Q4 		– Sell
-4,916
Closed -$221K – 4431
2025
Q3 		$221K Buy
+4,916
New +$217K 0.01% 861

Other funds holding SOR

AF
Align Financial Hermantown, Minnesota $176M AUM
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

EverSource Wealth Advisors's SOR Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Source Capital (SOR) in Q4 2025, closing a stake of 4,916 shares — an estimated $221K sold.

EverSource Wealth Advisors first reported a position in SOR in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 60 funds tracked by Wall St. Rank hold SOR as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Source Capital position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,916 Source Capital shares in Q4 2025, an estimated $221K.
  • EverSource Wealth Advisors first reported a position in Source Capital in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Source Capital position peaked at $221K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Source Capital as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.