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
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 $32,459,011 across 47 Asset Management names. SOR ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
82,526 | $18,648,330 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,035,893 | |
| 3 | TROW |
Price T Rowe Group Inc
|
30,353 | $2,736,019 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
73,325 | $1,664,477 | |
| 5 | SOR |
Source Capital /De/
This page
|
31,977 | $1,481,174 | |
| 6 | BX |
Blackstone Inc.
|
8,700 | $1,000,413 | |
| 7 | STT |
State Street Corp
|
15,379 | $759,261 | |
| 8 | BLK |
BlackRock, Inc.
|
720 | $692,431 |
All Filings in SOR
Export CSV
20 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 | |
| 2024-12-31 | $1,191,060 | 27,387 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,212,908 | 27,238 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,228,834 | 27,764 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,171,066 | 27,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,109,763 | 27,483 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,075,387 | 27,867 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,069,741 | 27,916 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,063,297 | 28,137 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,082,827 | 28,009 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $960,540 | 27,444 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $973,491 | 26,078 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,049,244 | 24,982 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $874,700 | 20,243 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $863,724 | 19,353 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $696,956 | 15,311 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||