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Addison Advisors’s 1st Source SRCE Stock Holding History

Addison Advisors’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2K Hold
220
– – ﹤0.01% 586
2025
Q4 		$13.7K Hold
220
– – ﹤0.01% 585
2025
Q3 		$13.5K Hold
220
– – ﹤0.01% 589
2025
Q2 		$13.7K Hold
220
– – ﹤0.01% 588
2025
Q1 		$13.2K Hold
220
– – ﹤0.01% 544
2024
Q4 		$12.8K Hold
220
– – ﹤0.01% 555
2024
Q3 		$13.2K Hold
220
– – ﹤0.01% 561
2024
Q2 		$11.8K Hold
220
– – ﹤0.01% 543
2024
Q1 		$11.5K Hold
220
– – ﹤0.01% 507
2023
Q4 		$12.1K Hold
220
– – ﹤0.01% 500
2023
Q3 		$9.26K Hold
220
– – ﹤0.01% 493
2023
Q2 		$9.22K Hold
220
– – ﹤0.01% 484
2023
Q1 		$9.49K Buy
+220
New +$10.7K 0.01% 463

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Addison Advisors's SRCE Position: Q1 2026 in Review

Addison Advisors held its 1st Source (SRCE) position steady in Q1 2026 at 220 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Addison Advisors first reported a position in SRCE in Q1 2023 and has held it in 13 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Addison Advisors held 220 shares of 1st Source worth $15.2K as of Q1 2026.
  • Addison Advisors left its 1st Source share count unchanged in Q1 2026.
  • 1st Source made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #586 holding.
  • Addison Advisors first reported a position in 1st Source in Q1 2023 and has held it in 13 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.