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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
Q2 		$8.48K Sell
104
-2
-2% -$149 ﹤0.01% 1298
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 $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

Essential Partners's SRCE Position: Q2 2026 in Review

Essential Partners reduced its 1st Source (SRCE) stake by 1.9% in Q2 2026, selling an estimated $149 and leaving 104 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Essential Partners first reported a position in SRCE in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Essential Partners held 104 shares of 1st Source worth $8.48K as of Q2 2026.
  • Essential Partners sold 2 1st Source shares in Q2 2026, an estimated $149.
  • 1st Source made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1298 holding.
  • Essential Partners first reported a position in 1st Source in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.