SOR · Insider trading · 13F holders · Congress trades
Source Capital (SOR)
Who is buying and selling SOR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SOR at a glance
- No open-market insider purchases or sales of SOR were filed in the last 90 days.
- 6 13F filers hold SOR among their 50 largest positions, worth $31.5M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (9.2%), Hara Capital LLC (2.4%) and Shaker Financial Services, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SOR.
SOR insider trading
No open-market insider purchases or sales of SOR were filed in the last 90 days.
Who owns SOR? Hedge funds and superinvestors
6 13F filers hold SOR among their 50 largest positions, worth $31.5M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (9.2%), Hara Capital LLC (2.4%) and Shaker Financial Services, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc.Wealth manager | 9.2% | $14.5M | 318,676 | +1.8% shares | Q3 2026 |
| Shaker Financial Services, LLCWealth manager | 1.9% | $5.7M | 125,834 | -18.3% shares | Q3 2026 |
| Diversified Management IncWealth manager | 1.0% | $5.5M | 122,077 | +0.7% shares | Q3 2026 |
| Hara Capital LLCWealth manager | 2.4% | $4.6M | 99,565 | +53.8% shares | Q2 2026 |
| Smith Asset Management Co., LLCWealth manager | 0.9% | $1.2M | 25,455 | -9.3% shares | Q3 2026 |
| WHI TRUST Co LLCBank & trust | 0.0% | $42K | 912 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 2). Screen SOR in the grand portfolio →
SOR stock trades by members of Congress
No member of Congress has disclosed a trade in SOR.
SOR questions and answers
Are insiders buying SOR stock?
No open-market insider purchases or sales of SOR were filed in the last 90 days.
Which hedge funds own SOR?
6 13F filers hold SOR among their 50 largest positions, worth $31.5M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (9.2%), Hara Capital LLC (2.4%) and Shaker Financial Services, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SOR?
No member of Congress has disclosed a trade in SOR.
Who is the largest holder of SOR?
Among 13F filers, DKM Wealth Management, Inc. reports the largest SOR position, $14.5M (318,676 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is DKM Wealth Management, Inc.'s: 9.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.