AFC
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Ares Financial Consulting’s 1st Source SRCE Stock Holding History

Ares Financial Consulting’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 		$2.61K Hold
32
– – ﹤0.01% 846
2026
Q1 		$2.25K Hold
32
– – ﹤0.01% 824
2025
Q4 		$2K Buy
+32
New +$1.98K ﹤0.01% 656

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Ares Financial Consulting's SRCE Position: Q2 2026 in Review

Ares Financial Consulting held its 1st Source (SRCE) position steady in Q2 2026 at 32 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Ares Financial Consulting first reported a position in SRCE in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Ares Financial Consulting held 32 shares of 1st Source worth $2.61K as of Q2 2026.
  • Ares Financial Consulting left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #846 holding.
  • Ares Financial Consulting first reported a position in 1st Source in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.