Russell Investments Group
SOR

Russell Investments Group’s Source Capital SOR Stock Holding History

Russell Investments Group’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 		$139 Sell
3
-2,600
-100% -$123K ﹤0.01% 4139
2025
Q4 		$119K Buy
+2,603
New +$120K ﹤0.01% 2997

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