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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
Q2 		$14.7K Buy
180
+96
+114% +$7.17K ﹤0.01% 3446
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 $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

Allworth Financial's SRCE Position: Q2 2026 in Review

Allworth Financial increased its 1st Source (SRCE) stake by 114% in Q2 2026, buying an estimated $7.17K and bringing the position to 180 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Allworth Financial first reported a position in SRCE in Q4 2021 and has held it in 10 quarters since. The position peaked at $28K in Q1 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Allworth Financial held 180 shares of 1st Source worth $14.7K as of Q2 2026.
  • Allworth Financial bought 96 1st Source shares in Q2 2026, an estimated $7.17K.
  • 1st Source made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3446 holding.
  • Allworth Financial first reported a position in 1st Source in Q4 2021 and has held it in 10 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 Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.