Empowered Funds’s 1st Source SRCE Stock Holding History

Empowered Funds’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	$7.54M	Buy	+108,997	New	+$7.35M	0.05%	489
2025 Q4	–	Sell	-90,229	Closed	-$5.55M	–	1784
2025 Q3	$5.55M	Buy	90,229 +9,421	+12%	+$591K	0.06%	452
2025 Q2	$5.02M	Buy	80,808 +2,730	+3%	+$162K	0.06%	438
2025 Q1	$4.67M	Buy	78,078 +1,561	+2%	+$96.3K	0.07%	403
2024 Q4	$4.47M	Sell	76,517 -8,075	-10%	-$500K	0.07%	412
2024 Q3	$5.07M	Buy	84,592 +4,288	+5%	+$253K	0.08%	355
2024 Q2	$4.31M	Buy	80,304 +5,760	+8%	+$292K	0.07%	373
2024 Q1	$3.91M	Buy	74,544 +5,600	+8%	+$287K	0.07%	384
2023 Q4	$3.79M	Buy	68,944 +6,144	+10%	+$295K	0.1%	303
2023 Q3	$2.64M	Buy	62,800 +5,056	+9%	+$225K	0.08%	361
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Empowered Funds's SRCE Position: Q1 2026 in Review

Empowered Funds opened a new position in 1st Source (SRCE) in Q1 2026: 108,997 shares worth $7.54M. The stake represents 0.05% of the portfolio and ranks #489 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SRCE as recently as Q3 2025.

Empowered Funds first reported a position in SRCE in Q2 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Empowered Funds held 108,997 shares of 1st Source worth $7.54M as of Q1 2026.
1st Source was a new Empowered Funds position in Q1 2026.
1st Source made up 0.05% of Empowered Funds's portfolio in Q1 2026, its #489 holding.
Empowered Funds first reported a position in 1st Source in Q2 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.