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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
Q2 		$9.19M Buy
112,609
+3,612
+3% +$270K 0.05% 442
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 $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

Empowered Funds's SRCE Position: Q2 2026 in Review

Empowered Funds increased its 1st Source (SRCE) stake by 3.3% in Q2 2026, buying an estimated $270K and bringing the position to 112,609 shares worth $9.19M. The position accounts for 0.05% of the portfolio, ranked #442.

Empowered Funds first reported a position in SRCE in Q2 2023 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Empowered Funds held 112,609 shares of 1st Source worth $9.19M as of Q2 2026.
  • Empowered Funds bought 3,612 1st Source shares in Q2 2026, an estimated $270K.
  • 1st Source made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #442 holding.
  • Empowered Funds first reported a position in 1st Source in Q2 2023 and has held it in 12 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.