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EverSource Wealth Advisors’s 1st Source SRCE Stock Holding History

EverSource Wealth Advisors’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 		$41.2K Buy
595
+30
+5% +$2.02K ﹤0.01% 2039
2025
Q4 		$35.3K Buy
565
+96
+20% +$5.94K ﹤0.01% 1994
2025
Q3 		$28.9K Buy
469
+32
+7% +$2.01K ﹤0.01% 2089
2025
Q2 		$27.1K Buy
437
+371
+562% +$22.1K ﹤0.01% 2056
2025
Q1 		$3.95K Buy
66
+47
+247% +$2.9K ﹤0.01% 2612
2024
Q4 		$1.11K Buy
+19
New +$1.18K ﹤0.01% 2929

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

EverSource Wealth Advisors's SRCE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its 1st Source (SRCE) stake by 5.3% in Q1 2026, buying an estimated $2.02K and bringing the position to 595 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

EverSource Wealth Advisors first reported a position in SRCE in Q4 2024 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • EverSource Wealth Advisors held 595 shares of 1st Source worth $41.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 30 1st Source shares in Q1 2026, an estimated $2.02K.
  • 1st Source made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2039 holding.
  • EverSource Wealth Advisors first reported a position in 1st Source in Q4 2024 and has held it in 6 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.