Connor, Clark & Lunn Investment Management (CC&L)’s 1st Source SRCE Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-3,287	Closed	-$227K	–	1781
2026 Q1	$227K	Sell	3,287 -9,877	-75%	-$666K	﹤0.01%	1464
2025 Q4	$823K	Sell	13,164 -8,308	-39%	-$514K	﹤0.01%	1197
2025 Q3	$1.32M	Sell	21,472 -16,242	-43%	-$1.02M	﹤0.01%	978
2025 Q2	$2.34M	Sell	37,714 -3,119	-8%	-$185K	0.01%	816
2025 Q1	$2.44M	Sell	40,833 -1,557	-4%	-$96.1K	0.01%	681
2024 Q4	$2.47M	Buy	42,390 +13,784	+48%	+$853K	0.01%	668
2024 Q3	$1.71M	Buy	+28,606	New	+$1.69M	0.01%	710
2020 Q1	–	Sell	-4,225	Closed	-$219K	–	1162
2019 Q4	$219K	Buy	+4,225	New	+$212K	﹤0.01%	823
2017 Q1	–	Sell	-6,200	Closed	-$277K	–	999
2016 Q4	$277K	Buy	+6,200	New	+$240K	﹤0.01%	733

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Connor, Clark & Lunn Investment Management (CC&L)'s SRCE Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 3,287 shares — an estimated $227K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SRCE in Q4 2016 and held it in 9 quarters. The position peaked at $2.47M in Q4 2024. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 3,287 1st Source shares in Q2 2026, an estimated $227K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in 1st Source in Q4 2016 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s 1st Source position peaked at $2.47M in Q4 2024.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.