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Arax Advisory Partners’s 1st Source SRCE Stock Holding History

Arax Advisory Partners’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 		$169K Buy
2,076
+1,944
+1,473% +$145K ﹤0.01% 2360
2026
Q1 		$9.14K Sell
132
-1,261
-91% -$85K ﹤0.01% 2488
2025
Q4 		$87K Sell
1,393
-1,935
-58% -$120K ﹤0.01% 1389
2025
Q3 		$205K Buy
3,328
+3,237
+3,557% +$203K ﹤0.01% 1258
2025
Q2 		$5.65K Hold
91
– – ﹤0.01% 2201
2025
Q1 		$5.44K Sell
91
-33
-27% -$2.04K ﹤0.01% 1745
2024
Q4 		$7.24K Sell
124
-227
-65% -$14.1K ﹤0.01% 1606
2024
Q3 		$21K Hold
351
– – ﹤0.01% 1065
2024
Q2 		$18.8K Buy
+351
New +$17.8K ﹤0.01% 988

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

Arax Advisory Partners's SRCE Position: Q2 2026 in Review

Arax Advisory Partners increased its 1st Source (SRCE) stake by 1,473% in Q2 2026, buying an estimated $145K and bringing the position to 2,076 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Arax Advisory Partners first reported a position in SRCE in Q2 2024 and has held it in 9 quarters since. The position peaked at $205K in Q3 2025. 204 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Arax Advisory Partners held 2,076 shares of 1st Source worth $169K as of Q2 2026.
  • Arax Advisory Partners bought 1,944 1st Source shares in Q2 2026, an estimated $145K.
  • 1st Source made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2360 holding.
  • Arax Advisory Partners first reported a position in 1st Source in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's 1st Source position peaked at $205K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.