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Ameritas Advisory Services’s 1st Source SRCE Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-267
Closed -$16.6K – 2827
2025
Q2 		$16.6K Buy
+267
New +$15.9K ﹤0.01% 1812
2023
Q2 		– Sell
-834
Closed -$36.7K – 2262
2023
Q1 		$36.7K Buy
+834
New +$40.7K ﹤0.01% 1383

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameritas Advisory Services's SRCE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of 1st Source (SRCE) in Q3 2025, closing a stake of 267 shares — an estimated $16.6K sold.

Ameritas Advisory Services first reported a position in SRCE in Q1 2023 and held it in 2 quarters. The position peaked at $36.7K in Q1 2023. 198 funds tracked by Wall St. Rank hold SRCE as of Q3 2025.

  • Ameritas Advisory Services reported no remaining 1st Source position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 267 1st Source shares in Q3 2025, an estimated $16.6K.
  • Ameritas Advisory Services first reported a position in 1st Source in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's 1st Source position peaked at $36.7K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held 1st Source as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.