Cerity Partners
SRCE icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
3,154
-17,273
-85% -$1.29M ﹤0.01% 2899
2026
Q1 		$1.41M Buy
20,427
+1,014
+5% +$68.4K ﹤0.01% 1664
2025
Q4 		$1.21M Buy
19,413
+1,788
+10% +$111K ﹤0.01% 1622
2025
Q3 		$1.09M Buy
17,625
+4,191
+31% +$263K ﹤0.01% 1560
2025
Q2 		$834K Buy
13,434
+3,236
+32% +$192K ﹤0.01% 1598
2025
Q1 		$610K Buy
+10,198
New +$629K ﹤0.01% 1656

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

Cerity Partners's SRCE Position: Q2 2026 in Review

Cerity Partners reduced its 1st Source (SRCE) stake by 85% in Q2 2026, selling an estimated $1.29M and leaving 3,154 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Cerity Partners first reported a position in SRCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2026. 188 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Cerity Partners held 3,154 shares of 1st Source worth $257K as of Q2 2026.
  • Cerity Partners sold 17,273 1st Source shares in Q2 2026, an estimated $1.29M.
  • 1st Source made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2899 holding.
  • Cerity Partners first reported a position in 1st Source in Q1 2025 and has held it in 6 quarters since.
  • Cerity Partners's 1st Source position peaked at $1.41M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.