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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
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 $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

Concord Wealth Partners's SRCE Position: Q1 2026 in Review

Concord Wealth Partners sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 79 shares — an estimated $4.94K sold.

Concord Wealth Partners first reported a position in SRCE in Q1 2024 and held it in 8 quarters. The position peaked at $4.94K in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Concord Wealth Partners reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 79 1st Source shares in Q1 2026, an estimated $4.94K.
  • Concord Wealth Partners first reported a position in 1st Source in Q1 2024 and held it in 8 quarters.
  • Concord Wealth Partners's 1st Source position peaked at $4.94K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.