CX Institutional
SRCE icon

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
Q3 		$87K Buy
1,031
+5
+0.5% +$429 ﹤0.01% 904
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

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's SRCE Position: Q3 2026 in Review

CX Institutional increased its 1st Source (SRCE) stake by 0.49% in Q3 2026, buying an estimated $429 and bringing the position to 1,031 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

CX Institutional first reported a position in SRCE in Q2 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

  • CX Institutional held 1,031 shares of 1st Source worth $87K as of Q3 2026.
  • CX Institutional bought 5 1st Source shares in Q3 2026, an estimated $429.
  • 1st Source made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #904 holding.
  • CX Institutional first reported a position in 1st Source in Q2 2025 and has held it in 6 quarters since.
  • 23 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.