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Bruce G. Allen Investments’s 1st Source SRCE Stock Holding History

Bruce G. Allen Investments’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 		$816 Buy
10
+5
+100% +$373 ﹤0.01% 857
2026
Q1 		$346 Hold
5
– – ﹤0.01% 1015
2025
Q4 		$312 Hold
5
– – ﹤0.01% 1023
2025
Q3 		$308 Hold
5
– – ﹤0.01% 1019
2025
Q2 		$310 Hold
5
– – ﹤0.01% 1019
2025
Q1 		$299 Hold
5
– – ﹤0.01% 1021
2024
Q4 		$292 Hold
5
– – ﹤0.01% 1036
2024
Q3 		$299 Hold
5
– – ﹤0.01% 1050
2024
Q2 		$268 Buy
+5
New +$253 ﹤0.01% 926

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

Bruce G. Allen Investments's SRCE Position: Q2 2026 in Review

Bruce G. Allen Investments increased its 1st Source (SRCE) stake by 100% in Q2 2026, buying an estimated $373 and bringing the position to 10 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Bruce G. Allen Investments first reported a position in SRCE in Q2 2024 and has held it in 9 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Bruce G. Allen Investments held 10 shares of 1st Source worth $816 as of Q2 2026.
  • Bruce G. Allen Investments bought 5 1st Source shares in Q2 2026, an estimated $373.
  • 1st Source made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #857 holding.
  • Bruce G. Allen Investments first reported a position in 1st Source in Q2 2024 and has held it in 9 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.