Cerity Partners
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Cerity Partners’s 1st Source SRCE Stock Holding History

Cerity Partners’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$834K Buy
13,434
+3,236
+32% +$201K ﹤0.01% 1597
2025
Q1 		$610K Buy
+10,198
New +$610K ﹤0.01% 1650