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Essential Partners’s 1st Source SRCE Stock Holding History

Essential Partners’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 		$7.34K Sell
106
-140
-57% -$9.44K ﹤0.01% 1395
2025
Q4 		$15.4K Buy
246
+25
+11% +$1.55K ﹤0.01% 1002
2025
Q3 		$13.6K Buy
221
+199
+905% +$12.5K ﹤0.01% 1047
2025
Q2 		$1.37K Buy
+22
New +$1.31K ﹤0.01% 1426

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Essential Partners's SRCE Position: Q1 2026 in Review

Essential Partners reduced its 1st Source (SRCE) stake by 57% in Q1 2026, selling an estimated $9.44K and leaving 106 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Essential Partners first reported a position in SRCE in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Essential Partners held 106 shares of 1st Source worth $7.34K as of Q1 2026.
  • Essential Partners sold 140 1st Source shares in Q1 2026, an estimated $9.44K.
  • 1st Source made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1395 holding.
  • Essential Partners first reported a position in 1st Source in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's 1st Source position peaked at $15.4K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.