Bartlett & Co Wealth Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $208K | Hold |
2,550
| – | – | ﹤0.01% | 472 |
|
|
2026
Q1 | $186K | Hold |
2,550
| – | – | ﹤0.01% | 473 |
|
|
2025
Q4 | $159K | Hold |
2,550
| – | – | ﹤0.01% | 480 |
|
|
2025
Q3 | $157K | Hold |
2,550
| – | – | ﹤0.01% | 482 |
|
|
2025
Q2 | $158K | Hold |
2,550
| – | – | ﹤0.01% | 472 |
|
|
2025
Q1 | $153K | Sell |
2,550
-300
| -11% | -$18.5K | ﹤0.01% | 480 |
|
|
2024
Q4 | $166K | Hold |
2,850
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $171K | Hold |
2,850
| – | – | ﹤0.01% | 467 |
|
|
2024
Q2 | $153K | Hold |
2,850
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $149K | Hold |
2,850
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $159K | Hold |
2,850
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $120K | Hold |
2,850
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $120K | Hold |
2,850
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $123K | Hold |
2,850
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $151K | Sell |
2,850
-150
| -5% | -$8.17K | ﹤0.01% | 418 |
|
|
2022
Q3 | $139K | Hold |
3,000
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $136K | Hold |
3,000
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $139K | Buy |
+3,000
| New | +$148K | ﹤0.01% | 432 |
|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$142K | – | 820 |
|
|
2021
Q3 | $142K | Hold |
3,000
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $139K | Hold |
3,000
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $143K | Sell |
3,000
-500
| -14% | -$22.2K | ﹤0.01% | 359 |
|
|
2020
Q4 | $141K | Hold |
3,500
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $108K | Sell |
3,500
-1,000
| -22% | -$33.7K | ﹤0.01% | 373 |
|
|
2020
Q2 | $160K | Hold |
4,500
| – | – | ﹤0.01% | 334 |
|
|
2020
Q1 | $146K | Sell |
4,500
-1,877
| -29% | -$81.2K | ﹤0.01% | 318 |
|
|
2019
Q4 | $331K | Hold |
6,377
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $292K | Hold |
6,377
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $296K | Hold |
6,377
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $286K | Hold |
6,377
| – | – | 0.01% | 233 |
|
|
2018
Q4 | $257K | Hold |
6,377
| – | – | 0.01% | 233 |
|
|
2018
Q3 | $336K | Hold |
6,377
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $341K | Hold |
6,377
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $323K | Buy |
+6,377
| New | +$327K | 0.01% | 218 |
|
Other funds holding SRCE
1SB
AT
JT
Bartlett & Co Wealth Management's SRCE Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its 1st Source (SRCE) position steady in Q2 2026 at 2,550 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #472.
Bartlett & Co Wealth Management first reported a position in SRCE in Q1 2018 and has held it in 33 quarters since. The position peaked at $341K in Q2 2018. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.
- Bartlett & Co Wealth Management held 2,550 shares of 1st Source worth $208K as of Q2 2026.
- Bartlett & Co Wealth Management left its 1st Source share count unchanged in Q2 2026.
- 1st Source made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #472 holding.
- Bartlett & Co Wealth Management first reported a position in 1st Source in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's 1st Source position peaked at $341K in Q2 2018.
- 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.