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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
Q2 		– Sell
-220
Closed -$15.2K – 969
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 $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Addison Advisors's SRCE Position: Q2 2026 in Review

Addison Advisors sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 220 shares — an estimated $15.2K sold.

Addison Advisors first reported a position in SRCE in Q1 2023 and held it in 13 quarters. The position peaked at $15.2K in Q1 2026. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Addison Advisors reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 220 1st Source shares in Q2 2026, an estimated $15.2K.
  • Addison Advisors first reported a position in 1st Source in Q1 2023 and held it in 13 quarters.
  • Addison Advisors's 1st Source position peaked at $15.2K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.