KFG WEALTH MANAGEMENT, LLC

Position in SRCE — 1St Source Corp

CIK 1919344 GRANGER, IN

Position in SRCE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$327,054

+$50,699 QoQ

Shares Held

4,009

+0.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#127

of 203 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KFG WEALTH MANAGEMENT, LLC holds $1,282,959 across 3 Banks - Regional names. SRCE ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,171	$534,543
2	LKFN	Lakeland Financial Corp	6,827	$421,362
3	SRCE	1St Source Corp This page	4,009	$327,054

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,054	4,009	+0.4%	Shares	Sole	2026-07-22
2026-03-31	$276,355	3,993	-24.8%	Shares	Sole	2026-04-20
2025-12-31	$331,884	5,311	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$326,575	5,305	0.0%	Shares	Sole	2025-10-07
2025-06-30	$329,281	5,305	0.0%	Shares	Sole	2025-07-14
2025-03-31	$317,292	5,305	0.0%	Shares	Sole	2025-04-11
2024-12-31	$309,705	5,305	-14.3%	Shares	Sole	2025-01-21
2024-09-30	$370,717	6,191	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$331,693	6,186	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$323,955	6,180	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$339,261	6,174	+0.1%	Shares	Sole	2024-01-31
2023-09-30	$259,611	6,168	-1.1%	Shares	Sole	2023-10-17
2023-06-30	$261,391	6,234	+0.1%	Shares	Sole	2023-07-18
2023-03-31	$268,695	6,227	+0.1%	Shares	Sole	2023-04-14
2022-12-31	$330,325	6,222	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.