AF
SRCE icon

Allworth Financial’s 1st Source SRCE Stock Holding History

Allworth Financial’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 		$5.81K Buy
84
+40
+91% +$2.7K ﹤0.01% 3868
2025
Q4 		$2.75K Buy
44
+30
+214% +$1.86K ﹤0.01% 3995
2025
Q3 		$862 Buy
14
+11
+367% +$690 ﹤0.01% 4296
2025
Q2 		$187 Buy
+3
New +$178 ﹤0.01% 4325
2023
Q2 		– Sell
-3
Closed -$130 – 3372
2023
Q1 		$130 Buy
+3
New +$147 ﹤0.01% 3079
2022
Q4 		– Sell
-36
Closed -$2K – 3184
2022
Q3 		$2K Buy
36
+32
+800% +$1.52K ﹤0.01% 2227
2022
Q2 		$0 Sell
4
-603
-99% -$27.2K ﹤0.01% 2787
2022
Q1 		$28K Buy
607
+598
+6,644% +$29.5K ﹤0.01% 1113
2021
Q4 		$0 Buy
+9
New +$438 ﹤0.01% 2107

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

Allworth Financial's SRCE Position: Q1 2026 in Review

Allworth Financial increased its 1st Source (SRCE) stake by 91% in Q1 2026, buying an estimated $2.7K and bringing the position to 84 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Allworth Financial first reported a position in SRCE in Q4 2021 and has held it in 9 quarters since. The position peaked at $28K in Q1 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Allworth Financial held 84 shares of 1st Source worth $5.81K as of Q1 2026.
  • Allworth Financial bought 40 1st Source shares in Q1 2026, an estimated $2.7K.
  • 1st Source made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3868 holding.
  • Allworth Financial first reported a position in 1st Source in Q4 2021 and has held it in 9 quarters since.
  • Allworth Financial's 1st Source position peaked at $28K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.