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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
Q2 		$37.9K Sell
465
-130
-22% -$9.71K ﹤0.01% 1953
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 $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

EverSource Wealth Advisors's SRCE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its 1st Source (SRCE) stake by 22% in Q2 2026, selling an estimated $9.71K and leaving 465 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

EverSource Wealth Advisors first reported a position in SRCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.2K in Q1 2026. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • EverSource Wealth Advisors held 465 shares of 1st Source worth $37.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 130 1st Source shares in Q2 2026, an estimated $9.71K.
  • 1st Source made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1953 holding.
  • EverSource Wealth Advisors first reported a position in 1st Source in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's 1st Source position peaked at $41.2K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.