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
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 $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

Creative Planning's SRCE Position: Q1 2026 in Review

Creative Planning increased its 1st Source (SRCE) stake by 22% in Q1 2026, buying an estimated $164K and bringing the position to 13,547 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Creative Planning first reported a position in SRCE in Q4 2013 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Creative Planning held 13,547 shares of 1st Source worth $938K as of Q1 2026.
  • Creative Planning bought 2,432 1st Source shares in Q1 2026, an estimated $164K.
  • 1st Source made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2520 holding.
  • Creative Planning first reported a position in 1st Source in Q4 2013 and has held it in 6 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.