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Clearstead Advisors’s 1st Source SRCE Stock Holding History

Clearstead Advisors’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 		$1.06K Buy
+13
New +$971 ﹤0.01% 2669
2026
Q1 		– Sell
-3
Closed -$188 – 2788
2025
Q4 		$188 Sell
3
-78
-96% -$4.83K ﹤0.01% 2435
2025
Q3 		$4.99K Buy
81
+12
+17% +$753 ﹤0.01% 2159
2025
Q2 		$4.28K Buy
+69
New +$4.1K ﹤0.01% 2160

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Clearstead Advisors's SRCE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in 1st Source (SRCE) in Q2 2026: 13 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2669 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SRCE as recently as Q4 2025.

Clearstead Advisors first reported a position in SRCE in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.99K in Q3 2025. 72 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Clearstead Advisors held 13 shares of 1st Source worth $1.06K as of Q2 2026.
  • 1st Source was a new Clearstead Advisors position in Q2 2026.
  • 1st Source made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2669 holding.
  • Clearstead Advisors first reported a position in 1st Source in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's 1st Source position peaked at $4.99K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.