Indian stocks: Visit www.stage2stocks.com →

Source Capital, Inc. Cmn Shs of BI

Stage 2 · Advancing · week 11

As of Oct 22, 2026, Source Capital, Inc. Cmn Shs of BI is in Stage 2, the uptrend phase, now in week 11 (since Aug 11, 2026). It closed at $45.64, 3.9% below its 52-week high and above its 200-day average, which is rising.

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. More about the company

$45.64
-0.13% today
$376M · Small cap
Market Neutral — Building

Pro read

Pro

Our read

In Stage 2, but it has already run

Setup score

—

Momentum

Steady

Edge

—

Setup-score rank among Stage 2 peers: #1 of 45 in Asset Management · #1 of 215 in Financials

Is SOR early, or has it already run? Pro answers that for every US stock we cover, after every close.

Get Pro · $19 a month

Renews monthly until you cancel. Cancel any time in Plan & billing.

Loading price chart…
Stage Cycle Timeline2023-08-16 → 2026-10-22
S2 85w
S2 44w
S3 15w
2023-08-162026-10-22
S1S2S3S4Setup score (0–10, dashed line at 5)
S2 85w → S3 8w → S2 44w → S3 15w → S1 4w → S2 10w current
Total tracked: 166 weeks across 6 stage runs.

SOR among Asset Management37th of 140 by relative strength

All 140 →
Stocks in Asset Management ranked by relative strength, with stage and one-month change
#StockStageRS1M
1CYPHStage 2 · wk 799−17.5%
2AMTDStage 2 · wk 199+4011.1%
3MGLDStage 2 · wk 494+105.2%
4AAMIStage 2 · wk 4194+1.4%
5ASSTStage 2 · wk 792+0.1%
6AMGStage 2 · wk 2191+8.0%
7WTStage 2 · wk 3991−10.6%
8VCTRStage 2 · wk 3991+1.0%
…37SORStage 2 · wk 1160+0.5%
vs 52W High
-3.9%
$42.81 lo$47.47 hi
3.9% below 52W high, pullback range
How far this stock is from its 52-week high. A pullback of 3–20% while Stage 2 structure holds is typically a better entry than chasing near the high.
Stage Maturity
Week 11
1w13w26w
Week 11, early Stage 2
How long this stock has been in Stage 2. The sweet spot is mid-run: long enough to prove the structure holds, not so long that it's extended. Very fresh moves (weeks 1–4) often need more time to confirm.
vs 200 DMA
0.8%
200 DMA: $45.30 · rising
Long-term trend anchor. When the stock and the S&P 500 are both above their 200-day averages, the backdrop supports continuation.
Rel Volume
0.53x
vs 50-day avg
Low vol (0.5–1x) on pullbacks = resting, not being sold. High vol on breakouts = commitment. Volume spike on down days is a warning sign.
Trend Health
→
Short-term trend flat
Two reads of momentum. The arrow shows the direction of the short-term trend: rising (↑ or ↗), flat (→) or rolling over (↓). The ⇈ mark appears when our trend model reads the move as gaining speed on top of the longer trend. Strongest when both agree.
1M
+0.5%
3M
+3.1%
6M
+1.3%
YTD
+2.7%
1Y
+6.4%
Scan Membership
Breakout Watch
Latest: 2025-05-29
5 appearances in last 60 days. First seen: 2019-03-20.
A stock that keeps qualifying week after week does so because its Stage 2 structure keeps holding. Staying power in the scan says more about the trend than any single appearance.
Recent Stage Timeline
2026-10-22S2
Wk 11 · Vol 0.53x
2026-10-21S2
Wk 11 · Vol 0.68x
2026-10-20S2
Wk 10 · Vol 0.48x
2026-10-19S2
Wk 10 · Vol 0.34x
2026-10-16S2
Wk 10 · Vol 0.46x
2026-10-15S2
Wk 10 · Vol 0.44x
2026-10-14S2
Wk 10 · Vol 0.46x
2026-10-13S2
Wk 9 · Vol 1.19x
2026-10-12S2
Wk 9 · Vol 0.45x
2026-10-09S2
Wk 9 · Vol 0.76x
2026-10-08S2
Wk 9 · Vol 0.61x
2026-10-07S2
Wk 9 · Vol 1.73x
Moving averages & range
50 DMA
$45.59
200 DMA
$45.30
52W High
$47.47
52W Low
$42.81
5D Low
$45.15
Resistance levels (recent highs)
20d High
$45.70
60d High
$46.58
120d High
$46.58
250d High
$47.47
Next resistance
+0.1%
to 20d High
P/E (TTM)
6.9
Forward —
Earnings Growth (YoY)
-32.3%
Revenue -4.7%
ROE
+12.7%
Profit margin +245.2%
Dividend Yield
5.47%
P/B 0.9

Source Capital, Inc. Cmn Shs of BI: quick answers

What stage is Source Capital, Inc. Cmn Shs of BI in?

As of Oct 22, 2026, Source Capital, Inc. Cmn Shs of BI (SOR) is in Stage 2, the uptrend phase. It entered Stage 2 on Aug 11, 2026 and is in week 11. What the four stages mean

Is Source Capital, Inc. Cmn Shs of BI in an uptrend?

Yes. Source Capital, Inc. Cmn Shs of BI is in a Stage 2 uptrend. It trades 0.8% above its 200-day average, which is rising.

How far is Source Capital, Inc. Cmn Shs of BI from its 52-week high?

Source Capital, Inc. Cmn Shs of BI closed at $45.64 on Oct 22, 2026, 3.9% below its 52-week high of $47.47. Its 52-week low is $42.81.

How has Source Capital, Inc. Cmn Shs of BI performed over the past year?

As of Oct 22, 2026, Source Capital, Inc. Cmn Shs of BI is up 6.4% over the past year and up 2.7% so far in 2026.

Which sector and industry is Source Capital, Inc. Cmn Shs of BI in?

Source Capital, Inc. Cmn Shs of BI is in the Asset Management industry, part of the Financials sector.

About this companyFinancials· Asset Management

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.

Visit company website →

All analytics based on EOD data. Data as of 2026-10-22. Past data patterns are not indicative of future results. This page is a data analytics tool only.