CIBC Private Wealth Group
SRCE icon

CIBC Private Wealth Group’s 1st Source SRCE Stock Holding History

CIBC Private Wealth 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
Q4 		$14.7K Hold
235
– – ﹤0.01% 2279
2025
Q3 		$14.5K Buy
235
+10
+4% +$627 ﹤0.01% 2261
2025
Q2 		$14K Hold
225
– – ﹤0.01% 2141
2025
Q1 		$12.2K Sell
225
-1,100
-83% -$67.9K ﹤0.01% 2171
2024
Q4 		$75.5K Hold
1,325
– – ﹤0.01% 1517
2024
Q3 		$79.3K Hold
1,325
– – ﹤0.01% 1592
2024
Q2 		$69.5K Hold
1,325
– – ﹤0.01% 1541
2024
Q1 		$68.2K Buy
+1,325
New +$67.9K ﹤0.01% 1540

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CIBC Private Wealth Group's SRCE Position: Q4 2025 in Review

CIBC Private Wealth Group held its 1st Source (SRCE) position steady in Q4 2025 at 235 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

CIBC Private Wealth Group first reported a position in SRCE in Q1 2024 and has held it in 8 quarters since. The position peaked at $79.3K in Q3 2024. 197 funds tracked by Wall St. Rank hold SRCE as of Q4 2025.

  • CIBC Private Wealth Group held 235 shares of 1st Source worth $14.7K as of Q4 2025.
  • CIBC Private Wealth Group left its 1st Source share count unchanged in Q4 2025.
  • 1st Source made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2279 holding.
  • CIBC Private Wealth Group first reported a position in 1st Source in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's 1st Source position peaked at $79.3K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held 1st Source as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.