SOR
Source Capital Closed FundNYSE
Financial Services • Asset Management
Updated 1 day ago
Coverage limited
$45.34+0.51%
Close Oct 13, 2026
- Market cap
- $373.19M
- 1 month
- -1.8%
- 3 months
- -2.5%
- 1 year
- 0.0%
- 52-week range
- $44.50$49.35
- Dividend, last 12 mo
- $2.4996 · 5.51% yield
- Last ex-date
- Sep 16, 2026 · $0.2083
- Short interest
- 2.6K sharessettled Sep 30, 2026 · +58.7% since Sep 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: LOW
3 top institutions tracked
as of 2026-Q2 (filed 2026-09-15)
Last 13F trend: accumulating (heavy)
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Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
57 filers reported a long position in SOR for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| DKM Wealth Management, Inc. | $14.4M | 313.1K | +3.9% |
| D.A. DAVIDSON & CO. | $7.7M | 166.9K | -1.4% |
| Shaker Financial Services, LLC | $7.1M | 154K | +409.7% |
| DIVERSIFIED MANAGEMENT INC | $5.6M | 121.3K | +2.8% |
| Hara Capital LLC | $4.6M | 99.6K | +53.8% |
| MORGAN STANLEY | $4.2M | 90.9K | +0.6% |
| FIRST TRUST ADVISORS LP | $3.5M | 75.6K | +1.4% |
| Mesirow Financial Investment Management, Inc. | $3.5M | 75.4K | +0.1% |
| WELLS FARGO & COMPANY/MN | $3.1M | 67.5K | -1.2% |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 58K | -1.6% |
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