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EA Series Trust’s 1st Source SRCE Stock Holding History

EA Series Trust’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
2023
Q2 		$2.42M Buy
+57,744
New +$2.48M 0.09% 335

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

EA Series Trust's SRCE Position: Q2 2023 in Review

EA Series Trust opened a new position in 1st Source (SRCE) in Q2 2023: 57,744 shares worth $2.42M. The stake represents 0.09% of the portfolio and ranks #335 among its holdings.

119 funds tracked by Wall St. Rank hold SRCE as of Q2 2023.

  • EA Series Trust held 57,744 shares of 1st Source worth $2.42M as of Q2 2023.
  • 1st Source was a new EA Series Trust position in Q2 2023.
  • 1st Source made up 0.09% of EA Series Trust's portfolio in Q2 2023, its #335 holding.
  • 119 funds tracked by Wall St. Rank held 1st Source as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.