C
SRCE icon

Covestor’s 1st Source SRCE Stock Holding History

Covestor’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 		$1K Sell
8
-131
-94% -$9.78K ﹤0.01% 2333
2026
Q1 		$9K Buy
139
+8
+6% +$539 0.01% 1514
2025
Q4 		$8K Sell
131
-1
-0.8% -$62 ﹤0.01% 1744
2025
Q3 		$8K Buy
132
+129
+4,300% +$8.09K ﹤0.01% 1772
2025
Q2 		$0 Sell
3
-5
-63% -$297 ﹤0.01% 2724
2025
Q1 		$1K Buy
8
+5
+167% +$309 ﹤0.01% 2100
2024
Q4 		$0 Buy
3
+1
+50% +$62 ﹤0.01% 2704
2024
Q3 		$0 Sell
2
-3
-60% -$177 ﹤0.01% 2727
2024
Q2 		$0 Buy
5
+3
+150% +$152 ﹤0.01% 2720
2024
Q1 		$0 Sell
2
-2
-50% -$103 ﹤0.01% 2702
2023
Q4 		$0 Sell
4
-1
-20% -$48 ﹤0.01% 2685
2023
Q3 		$0 Sell
5
-2
-29% -$89 ﹤0.01% 2679
2023
Q2 		$0 Buy
7
+1
+17% +$43 ﹤0.01% 2618
2023
Q1 		$0 Buy
6
+1
+20% +$49 ﹤0.01% 2549
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2572
2022
Q3 		$0 Sell
5
-58
-92% -$2.75K ﹤0.01% 2566
2022
Q2 		$3K Buy
63
+46
+271% +$2.08K ﹤0.01% 1552
2022
Q1 		$1K Sell
17
-5
-23% -$247 ﹤0.01% 1949
2021
Q4 		$1K Buy
+22
New +$1.07K ﹤0.01% 1941

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

Covestor's SRCE Position: Q2 2026 in Review

Covestor reduced its 1st Source (SRCE) stake by 94% in Q2 2026, selling an estimated $9.78K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Covestor first reported a position in SRCE in Q4 2021 and has held it in 19 quarters since. The position peaked at $9K in Q1 2026. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Covestor held 8 shares of 1st Source worth $1K as of Q2 2026.
  • Covestor sold 131 1st Source shares in Q2 2026, an estimated $9.78K.
  • 1st Source made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2333 holding.
  • Covestor first reported a position in 1st Source in Q4 2021 and has held it in 19 quarters since.
  • Covestor's 1st Source position peaked at $9K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.