Counterpoint Mutual Funds’s 1st Source SRCE Stock Holding History

Counterpoint Mutual Funds’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 Q3	$682K	Buy	+8,076	New	+$694K	0.06%	116

Other funds holding SRCE

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Counterpoint Mutual Funds's SRCE Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in 1st Source (SRCE) in Q3 2026: 8,076 shares worth $682K. The stake represents 0.06% of the portfolio and ranks #116 among its holdings.

33 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

Counterpoint Mutual Funds held 8,076 shares of 1st Source worth $682K as of Q3 2026.
1st Source was a new Counterpoint Mutual Funds position in Q3 2026.
1st Source made up 0.06% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #116 holding.
33 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.