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 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 $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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bruce G. Allen Investments's SRCE Position: Q1 2026 in Review

Bruce G. Allen Investments held its 1st Source (SRCE) position steady in Q1 2026 at 5 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Bruce G. Allen Investments first reported a position in SRCE in Q2 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Bruce G. Allen Investments held 5 shares of 1st Source worth $346 as of Q1 2026.
Bruce G. Allen Investments left its 1st Source share count unchanged in Q1 2026.
1st Source made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1015 holding.
Bruce G. Allen Investments first reported a position in 1st Source in Q2 2024 and has held it in 8 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.