Source Capital, Inc. (SOR) is a Financial Services stock trading at $44.90 (as of 2026-07-24), with a market capitalization of $373.27M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
| Price | $44.90 |
| Market Cap | $373.27M |
| Sector P/E (Financial Services) | 8.9 |
| Industry P/E (Asset Management) | 8.9 |
| Top Institutional Holder | DKM Wealth Management, Inc. ($13.96M) |
| Institutional Holders Tracked | 10 |
| Sector | Financial Services |
| Industry | Asset Management |
| CEO | James Richard Atwood |
| Employees | 0 |
| Country | US |
| IPO Date | 1980-03-17 |
Data as of 2026-07-24.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.