Creative Planning
SRCE icon

Creative Planning’s 1st Source SRCE Stock Holding History

Creative Planning’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 		$1.38M Buy
16,936
+3,389
+25% +$253K ﹤0.01% 2381
2026
Q1 		$938K Buy
13,547
+2,432
+22% +$164K ﹤0.01% 2520
2025
Q4 		$695K Buy
11,115
+3,945
+55% +$244K ﹤0.01% 2574
2025
Q3 		$441K Buy
7,170
+2,595
+57% +$163K ﹤0.01% 2830
2025
Q2 		$284K Buy
+4,575
New +$272K ﹤0.01% 2944
2025
Q1 		– Sell
-78
Closed -$4.55K – 3703
2024
Q4 		$4.55K Buy
+78
New +$4.83K ﹤0.01% 3416
2014
Q1 		– Sell
-110
Closed -$3K – 3744
2013
Q4 		$3K Buy
+110
New +$3.07K ﹤0.01% 3024

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

Creative Planning's SRCE Position: Q2 2026 in Review

Creative Planning increased its 1st Source (SRCE) stake by 25% in Q2 2026, buying an estimated $253K and bringing the position to 16,936 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Creative Planning first reported a position in SRCE in Q4 2013 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Creative Planning held 16,936 shares of 1st Source worth $1.38M as of Q2 2026.
  • Creative Planning bought 3,389 1st Source shares in Q2 2026, an estimated $253K.
  • 1st Source made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2381 holding.
  • Creative Planning first reported a position in 1st Source in Q4 2013 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.