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Invesco Ltd.

Position in SOR — Source Capital /De/

CIK 914208 Atlanta, GA

Position in SOR

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$1,478,580
+$83,495 QoQ
Shares Held
31,921
+4.7% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in SOR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,331,021,416 across 281 Asset Management names. SOR ranks #194 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SOR

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,478,580 31,921
2025-12-31 $1,395,085 30,487
2025-09-30 $1,242,371 27,596
2025-06-30 $1,122,980 25,899
2025-03-31 $1,068,010 25,729