FFA
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Farther Finance Advisors’s 1st Source SRCE Stock Holding History

Farther Finance 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 		$10.9K Buy
133
+19
+17% +$1.42K ﹤0.01% 4366
2026
Q1 		$8.01K Buy
114
+6
+6% +$404 ﹤0.01% 4242
2025
Q4 		$6.75K Buy
108
+83
+332% +$5.13K ﹤0.01% 4156
2025
Q3 		$1.54K Buy
25
+5
+25% +$314 ﹤0.01% 4234
2025
Q2 		$1.24K Sell
20
-60
-75% -$3.57K ﹤0.01% 3849
2025
Q1 		$4.79K Buy
80
+59
+281% +$3.64K ﹤0.01% 3082
2024
Q4 		$1.23K Hold
21
– – ﹤0.01% 3180
2024
Q3 		$1.26K Buy
21
+1
+5% +$59 ﹤0.01% 3167
2024
Q2 		$1.07K Hold
20
– – ﹤0.01% 3056
2024
Q1 		$1.03K Hold
20
– – ﹤0.01% 2762
2023
Q4 		$1.1K Hold
20
– – ﹤0.01% 2687
2023
Q3 		$842 Hold
20
– – ﹤0.01% 2121
2023
Q2 		$839 Hold
20
– – ﹤0.01% 2024
2023
Q1 		$863 Hold
20
– – ﹤0.01% 1882
2022
Q4 		$1.06K Buy
+20
New +$1.09K ﹤0.01% 1635

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's SRCE Position: Q2 2026 in Review

Farther Finance Advisors increased its 1st Source (SRCE) stake by 17% in Q2 2026, buying an estimated $1.42K and bringing the position to 133 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4366.

Farther Finance Advisors first reported a position in SRCE in Q4 2022 and has held it in 15 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Farther Finance Advisors held 133 shares of 1st Source worth $10.9K as of Q2 2026.
  • Farther Finance Advisors bought 19 1st Source shares in Q2 2026, an estimated $1.42K.
  • 1st Source made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4366 holding.
  • Farther Finance Advisors first reported a position in 1st Source in Q4 2022 and has held it in 15 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.