Bessemer Group’s 1st Source SRCE Stock Holding History

Bessemer Group’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	-980	Closed	-$61K	–	2714
2025 Q2	$61K	Hold	980	–	–	﹤0.01%	1294
2025 Q1	$59K	Sell	980 -20	-2%	-$1.23K	﹤0.01%	1284
2024 Q4	$58K	Hold	1,000	–	–	﹤0.01%	1268
2024 Q3	$60K	Buy	1,000 +20	+2%	+$1.18K	﹤0.01%	1359
2024 Q2	$53K	Hold	980	–	–	﹤0.01%	1267
2024 Q1	$51K	Hold	980	–	–	﹤0.01%	1295
2023 Q4	$54K	Hold	980	–	–	﹤0.01%	1325
2023 Q3	$41K	Hold	980	–	–	﹤0.01%	1371
2023 Q2	$41K	Hold	980	–	–	﹤0.01%	1405
2023 Q1	$42K	Hold	980	–	–	﹤0.01%	1254
2022 Q4	$52K	Hold	980	–	–	﹤0.01%	1139
2022 Q3	$45K	Hold	980	–	–	﹤0.01%	1192
2022 Q2	$44K	Hold	980	–	–	﹤0.01%	1129
2022 Q1	$45K	Hold	980	–	–	﹤0.01%	1101
2021 Q4	$49K	Hold	980	–	–	﹤0.01%	1128
2021 Q3	$46K	Hold	980	–	–	﹤0.01%	1068
2021 Q2	$46K	Hold	980	–	–	﹤0.01%	1082
2021 Q1	$47K	Hold	980	–	–	﹤0.01%	1027
2020 Q4	$39K	Hold	980	–	–	﹤0.01%	1036
2020 Q3	$30K	Sell	980 -44,400	-98%	-$1.5M	﹤0.01%	1001
2020 Q2	$1.61M	Hold	45,380	–	–	0.01%	555
2020 Q1	$1.47M	Buy	45,380 +200	+0.4%	+$8.65K	0.01%	507
2019 Q4	$2.34M	Hold	45,180	–	–	0.01%	513
2019 Q3	$2.07M	Buy	45,180 +800	+2%	+$36.3K	0.01%	509
2019 Q2	$2.06M	Buy	44,380 +12,400	+39%	+$568K	0.01%	524
2019 Q1	$1.44M	Buy	31,980 +9,770	+44%	+$444K	0.01%	551
2018 Q4	$896K	Hold	22,210	–	–	﹤0.01%	599
2018 Q3	$1.17M	Hold	22,210	–	–	﹤0.01%	538
2018 Q2	$1.19M	Hold	22,210	–	–	﹤0.01%	536
2018 Q1	$1.12M	Hold	22,210	–	–	﹤0.01%	558
2017 Q4	$1.1M	Sell	22,210 -6,741	-23%	-$342K	﹤0.01%	581
2017 Q3	$1.47M	Hold	28,951	–	–	0.01%	535
2017 Q2	$1.39M	Buy	28,951 +341	+1%	+$16.1K	0.01%	569
2017 Q1	$1.34M	Buy	28,610 +538	+2%	+$24.5K	0.01%	621
2016 Q4	$1.25M	Buy	28,072 +15,762	+128%	+$609K	0.01%	649
2016 Q3	$439K	Buy	12,310 +11,100	+917%	+$380K	﹤0.01%	812
2016 Q2	$39K	Hold	1,210	–	–	﹤0.01%	896
2016 Q1	$39K	Hold	1,210	–	–	﹤0.01%	942
2015 Q4	$37K	Hold	1,210	–	–	﹤0.01%	1020
2015 Q3	$37K	Hold	1,210	–	–	﹤0.01%	1016
2015 Q2	$38K	Hold	1,210	–	–	﹤0.01%	1023
2015 Q1	$35K	Hold	1,210	–	–	﹤0.01%	1036
2014 Q4	$38K	Hold	1,210	–	–	﹤0.01%	994
2014 Q3	$31K	Hold	1,210	–	–	﹤0.01%	958
2014 Q2	$34K	Hold	1,210	–	–	﹤0.01%	933
2014 Q1	$35K	Buy	+1,210	New	+$34.1K	﹤0.01%	912
2013 Q3	–	Sell	-1,333	Closed	-$29K	–	1366
2013 Q2	$29K	Buy	+1,333	New	+$29K	﹤0.01%	861

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bessemer Group's SRCE Position: Q3 2025 in Review

Bessemer Group sold out of 1st Source (SRCE) in Q3 2025, closing a stake of 980 shares — an estimated $61K sold.

Bessemer Group first reported a position in SRCE in Q2 2013 and held it in 47 quarters. The position peaked at $2.34M in Q4 2019. 198 funds tracked by Wall St. Rank hold SRCE as of Q3 2025.

Bessemer Group reported no remaining 1st Source position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 980 1st Source shares in Q3 2025, an estimated $61K.
Bessemer Group first reported a position in 1st Source in Q2 2013 and held it in 47 quarters.
Bessemer Group's 1st Source position peaked at $2.34M in Q4 2019.
198 funds tracked by Wall St. Rank held 1st Source as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.