Back to SRCE
KFG WEALTH MANAGEMENT, LLC → SRCE
KFG WEALTH MANAGEMENT, LLC SRCE Position History
1st Source Corporation
Quarters held
4
Latest value
$340K
Q3 2026
Peak value
$340K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $332K |
| Q1 2026 | $276K |
| Q2 2026 | $327K |
| Q3 2026 | $340K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340K | 4.0K | — | — |
| Q2 2026 | $327K | 4.0K | — | — |
| Q1 2026 | $276K | 4.0K | — | — |
| Q4 2025 | $332K | 5.3K | — | — |
Other funds holding SRCE
$74.9M
$65.2M
$61.6M
$56.6M
$56.6M
$42.9M