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Dmitry Balyasny’s 1st Source SRCE Stock Holding History

Dmitry Balyasny’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 		– Sell
-8,024
Closed -$555K – 3464
2026
Q1 		$555K Buy
+8,024
New +$541K ﹤0.01% 2326
2025
Q4 		– Sell
-8,689
Closed -$535K – 3524
2025
Q3 		$535K Sell
8,689
-15,283
-64% -$959K ﹤0.01% 2376
2025
Q2 		$1.49M Buy
23,972
+6,817
+40% +$405K ﹤0.01% 1883
2025
Q1 		$1.03M Buy
17,155
+3,410
+25% +$210K ﹤0.01% 1976
2024
Q4 		$802K Buy
+13,745
New +$851K ﹤0.01% 2026
2024
Q1 		– Sell
-9,327
Closed -$513K – 3093
2023
Q4 		$513K Buy
+9,327
New +$447K ﹤0.01% 1943
2018
Q2 		– Sell
-4,200
Closed -$213K – 2124
2018
Q1 		$213K Sell
4,200
-4,500
-52% -$231K ﹤0.01% 1741
2017
Q4 		$430K Buy
+8,700
New +$442K ﹤0.01% 1601

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

Dmitry Balyasny's SRCE Position: Q2 2026 in Review

Dmitry Balyasny sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 8,024 shares — an estimated $555K sold.

Dmitry Balyasny first reported a position in SRCE in Q4 2017 and held it in 8 quarters. The position peaked at $1.49M in Q2 2025. 203 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Dmitry Balyasny reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 8,024 1st Source shares in Q2 2026, an estimated $555K.
  • Dmitry Balyasny first reported a position in 1st Source in Q4 2017 and held it in 8 quarters.
  • Dmitry Balyasny's 1st Source position peaked at $1.49M in Q2 2025.
  • 203 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.