Source Capital (SOR) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SOR. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 55 institutions reported holding SOR, with 1.6 million shares worth $72.7 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Dkm Wealth Management | 313,096 | $14M | INCREASED |
| D.a. Davidson & | 166,920 | $8M | DECREASED |
| Shaker Financial Services | 153,966 | $7M | INCREASED |
| Diversified Management | 121,285 | $6M | INCREASED |
| Hara Capital | 99,565 | $5M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Source Capital on SentiSense.