Position in SOR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,481,174
+$22,117 QoQ
Shares Held
31,977
+0.3% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $13,051,420 across 45 Asset Management names. SOR ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,035,893 | |
| 2 | TROW |
Price T Rowe Group Inc
|
30,353 | $2,736,019 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
73,325 | $1,664,477 | |
| 4 | SOR |
Source Capital /De/
This page
|
31,977 | $1,481,174 | |
| 5 | BX |
Blackstone Inc.
|
8,700 | $1,000,413 | |
| 6 | BLK |
BlackRock, Inc.
|
720 | $692,431 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,945 | $402,474 | |
| 8 | NIM |
Nuveen Select Maturities Municipal Fund
|
31,553 | $298,175 |
All Filings in SOR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,481,174 | 31,977 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,459,057 | 31,885 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,412,457 | 31,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,399,877 | 32,285 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,259,911 | 30,352 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||