Commonwealth Equity Services
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Commonwealth Equity Services’s 1st Source SRCE Stock Holding History

Commonwealth Equity Services’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 		– Sell
-3,241
Closed -$203K – 4442
2025
Q4 		$203K Buy
+3,241
New +$200K ﹤0.01% 3980
2025
Q3 		– Sell
-3,629
Closed -$225K – 4422
2025
Q2 		$225K Buy
+3,629
New +$216K ﹤0.01% 3825
2024
Q3 		– Sell
-4,368
Closed -$234K – 4177
2024
Q2 		$234K Buy
4,368
+4
+0.1% +$203 ﹤0.01% 3517
2024
Q1 		$229K Buy
4,364
+22
+0.5% +$1.13K ﹤0.01% 3518
2023
Q4 		$239K Buy
+4,342
New +$208K ﹤0.01% 3365
2023
Q1 		– Sell
-3,903
Closed -$207K – 3857
2022
Q4 		$207K Buy
+3,903
New +$213K ﹤0.01% 3203
2021
Q4 		– Sell
-4,536
Closed -$214K – 3726
2021
Q3 		$214K Buy
4,536
+129
+3% +$5.87K ﹤0.01% 3222
2021
Q2 		$204K Buy
4,407
+28
+0.6% +$1.34K ﹤0.01% 3251
2021
Q1 		$208K Buy
+4,379
New +$195K ﹤0.01% 3093
2020
Q1 		– Sell
-4,382
Closed -$227K – 2951
2019
Q4 		$227K Sell
4,382
-2,429
-36% -$122K ﹤0.01% 2525
2019
Q3 		$311K Buy
+6,811
New +$309K ﹤0.01% 2211
2016
Q2 		– Sell
-6,818
Closed -$217K – 2291
2016
Q1 		$217K Buy
+6,818
New +$207K ﹤0.01% 1861

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Commonwealth Equity Services's SRCE Position: Q1 2026 in Review

Commonwealth Equity Services sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 3,241 shares — an estimated $203K sold.

Commonwealth Equity Services first reported a position in SRCE in Q1 2016 and held it in 12 quarters. The position peaked at $311K in Q3 2019. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Commonwealth Equity Services reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,241 1st Source shares in Q1 2026, an estimated $203K.
  • Commonwealth Equity Services first reported a position in 1st Source in Q1 2016 and held it in 12 quarters.
  • Commonwealth Equity Services's 1st Source position peaked at $311K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.