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Source Capital shares owned by Key Capital Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Key Capital Management from 13F filings

Historical chart of Key Capital Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Key Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Key Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $60k 1.3k 45.97

More positions owned by Key Capital Management

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Sterling Cap Fds Cap Hedged Eqt P (SCEP)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Sterling Cap Fds Capital Multi (SCMC)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Ishares Core Msci Emkt (IEMG)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)
Simplify Exchange Traded Fun Barrier Income (SBAR)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Key Capital Management

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Shaker Financial Services
Diversified Management
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Hara Capital
Raymond James Financial
Keating Financial Advisory Services
Anchor Investment Management
Invesco
Smith Asset Management
Hennion & Walsh Asset Management

View all funds holding Source Capital