CI
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CX Institutional’s 1st Source SRCE Stock Holding History

CX Institutional’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 		$84K Buy
1,026
+7
+0.7% +$523 ﹤0.01% 896
2026
Q1 		$71K Buy
1,019
+5
+0.5% +$337 ﹤0.01% 915
2025
Q4 		$63K Buy
1,014
+7
+0.7% +$433 ﹤0.01% 934
2025
Q3 		$62K Hold
1,007
– – ﹤0.01% 905
2025
Q2 		$63K Buy
+1,007
New +$59.9K ﹤0.01% 827

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional's SRCE Position: Q2 2026 in Review

CX Institutional increased its 1st Source (SRCE) stake by 0.69% in Q2 2026, buying an estimated $523 and bringing the position to 1,026 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

CX Institutional first reported a position in SRCE in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • CX Institutional held 1,026 shares of 1st Source worth $84K as of Q2 2026.
  • CX Institutional bought 7 1st Source shares in Q2 2026, an estimated $523.
  • 1st Source made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #896 holding.
  • CX Institutional first reported a position in 1st Source in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.