Bare Financial Services’s 1st Source SRCE Stock Holding History

Bare Financial 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
2026 Q2	$1.22K	Hold	15	–	–	﹤0.01%	1300
2026 Q1	$1.04K	Buy	15 +7	+88%	+$472	﹤0.01%	1234
2025 Q4	$500	Buy	+8	New	+$495	﹤0.01%	1400

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bare Financial Services's SRCE Position: Q2 2026 in Review

Bare Financial Services held its 1st Source (SRCE) position steady in Q2 2026 at 15 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Bare Financial Services first reported a position in SRCE in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Bare Financial Services held 15 shares of 1st Source worth $1.22K as of Q2 2026.
Bare Financial Services left its 1st Source share count unchanged in Q2 2026.
1st Source made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1300 holding.
Bare Financial Services first reported a position in 1st Source in Q4 2025 and has held it in 3 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.