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
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 $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

Covestor's SRCE Position: Q1 2026 in Review

Covestor increased its 1st Source (SRCE) stake by 6.1% in Q1 2026, buying an estimated $539 and bringing the position to 139 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1514.

Covestor first reported a position in SRCE in Q4 2021 and has held it in 18 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Covestor held 139 shares of 1st Source worth $9K as of Q1 2026.
  • Covestor bought 8 1st Source shares in Q1 2026, an estimated $539.
  • 1st Source made up 0.01% of Covestor's portfolio in Q1 2026, its #1514 holding.
  • Covestor first reported a position in 1st Source in Q4 2021 and has held it in 18 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.