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Concord Wealth Partners’s 1st Source SRCE Stock Holding History

Concord Wealth 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 		$6.45K Buy
+79
New +$5.9K ﹤0.01% 624
2026
Q1 		– Sell
-79
Closed -$4.94K – 707
2025
Q4 		$4.94K Hold
79
– – ﹤0.01% 624
2025
Q3 		$4.86K Hold
79
– – ﹤0.01% 626
2025
Q2 		$4.9K Buy
79
+13
+20% +$773 ﹤0.01% 637
2025
Q1 		$3.95K Hold
66
– – ﹤0.01% 617
2024
Q4 		$3.85K Hold
66
– – ﹤0.01% 640
2024
Q3 		$3.95K Hold
66
– – ﹤0.01% 668
2024
Q2 		$3.54K Hold
66
– – ﹤0.01% 612
2024
Q1 		$3.46K Buy
+66
New +$3.38K ﹤0.01% 695

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

Concord Wealth Partners's SRCE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in 1st Source (SRCE) in Q2 2026: 79 shares worth $6.45K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SRCE as recently as Q4 2025.

Concord Wealth Partners first reported a position in SRCE in Q1 2024 and has held it in 9 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Concord Wealth Partners held 79 shares of 1st Source worth $6.45K as of Q2 2026.
  • 1st Source was a new Concord Wealth Partners position in Q2 2026.
  • 1st Source made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #624 holding.
  • Concord Wealth Partners first reported a position in 1st Source in Q1 2024 and has held it in 9 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.