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Financial Counselors Inc’s 1st Source SRCE Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-12,528
Closed -$749K – 459
2025
Q1 		$749K Sell
12,528
-2,155
-15% -$133K 0.01% 365
2024
Q4 		$857K Sell
14,683
-1,249
-8% -$77.3K 0.01% 348
2024
Q3 		$954K Sell
15,932
-160
-1% -$9.43K 0.01% 353
2024
Q2 		$863K Sell
16,092
-378
-2% -$19.1K 0.01% 340
2024
Q1 		$863K Sell
16,470
-55
-0.3% -$2.82K 0.01% 345
2023
Q4 		$908K Sell
16,525
-8
-0% -$384 0.02% 335
2023
Q3 		$696K Sell
16,533
-10
-0.1% -$445 0.01% 352
2023
Q2 		$694K Sell
16,543
-165
-1% -$7.1K 0.01% 332
2023
Q1 		$721K Hold
16,708
– – 0.02% 330
2022
Q4 		$887K Sell
16,708
-167
-1% -$9.1K 0.02% 311
2022
Q3 		$781K Hold
16,875
– – 0.02% 312
2022
Q2 		$766K Sell
16,875
-15
-0.1% -$677 0.02% 318
2022
Q1 		$781K Sell
16,890
-33
-0.2% -$1.63K 0.02% 325
2021
Q4 		$839K Sell
16,923
-202
-1% -$9.83K 0.02% 319
2021
Q3 		$809K Hold
17,125
– – 0.02% 330
2021
Q2 		$796K Sell
17,125
-15
-0.1% -$719 0.02% 328
2021
Q1 		$816K Sell
17,140
-30
-0.2% -$1.33K 0.02% 324
2020
Q4 		$692K Hold
17,170
– – 0.02% 335
2020
Q3 		$530K Sell
17,170
-330
-2% -$11.1K 0.02% 338
2020
Q2 		$623K Hold
17,500
– – 0.02% 340
2020
Q1 		$568K Sell
17,500
-255
-1% -$11K 0.03% 293
2019
Q4 		$921K Hold
17,755
– – 0.03% 287
2019
Q3 		$812K Sell
17,755
-82
-0.5% -$3.72K 0.03% 288
2019
Q2 		$828K Hold
17,837
– – 0.03% 288
2019
Q1 		$801K Hold
17,837
– – 0.03% 290
2018
Q4 		$720K Hold
17,837
– – 0.04% 292
2018
Q3 		$939K Sell
17,837
-300
-2% -$16.7K 0.04% 284
2018
Q2 		$969K Hold
18,137
– – 0.04% 279
2018
Q1 		$918K Sell
18,137
-148
-0.8% -$7.59K 0.04% 283
2017
Q4 		$904K Hold
18,285
– – 0.04% 287
2017
Q3 		$929K Hold
18,285
– – 0.05% 284
2017
Q2 		$877K Sell
18,285
-249
-1% -$11.8K 0.04% 294
2017
Q1 		$870K Sell
18,534
-47
-0.3% -$2.14K 0.04% 295
2016
Q4 		$830K Buy
+18,581
New +$718K 0.04% 292
2016
Q2 		$620K Sell
19,148
-55
-0.3% -$1.82K 0.04% 297
2016
Q1 		$611K Hold
19,203
– – 0.04% 295
2015
Q4 		$593K Sell
19,203
-531
-3% -$17K 0.04% 292
2015
Q3 		$608K Sell
19,734
-39
-0.2% -$1.19K 0.04% 287
2015
Q2 		$613K Sell
19,773
-2,321
-11% -$68.5K 0.04% 301
2015
Q1 		$645K Sell
22,094
-137
-0.6% -$3.94K 0.04% 299
2014
Q4 		$693K Hold
22,231
– – 0.04% 287
2014
Q3 		$576K Sell
22,231
-110
-0.5% -$2.96K 0.04% 313
2014
Q2 		$622K Sell
22,341
-94
-0.4% -$2.63K 0.04% 298
2014
Q1 		$654K Sell
22,435
-1,199
-5% -$33.8K 0.05% 293
2013
Q4 		$686K Sell
23,634
-88
-0.4% -$2.46K 0.05% 276
2013
Q3 		$581K Sell
23,722
-456
-2% -$11.1K 0.05% 277
2013
Q2 		$522K Buy
+24,178
New +$525K 0.04% 280

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Financial Counselors Inc's SRCE Position: Q2 2025 in Review

Financial Counselors Inc sold out of 1st Source (SRCE) in Q2 2025, closing a stake of 12,528 shares — an estimated $749K sold.

Financial Counselors Inc first reported a position in SRCE in Q2 2013 and held it in 47 quarters. The position peaked at $969K in Q2 2018. 193 funds tracked by Wall St. Rank hold SRCE as of Q2 2025.

  • Financial Counselors Inc reported no remaining 1st Source position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 12,528 1st Source shares in Q2 2025, an estimated $749K.
  • Financial Counselors Inc first reported a position in 1st Source in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's 1st Source position peaked at $969K in Q2 2018.
  • 193 funds tracked by Wall St. Rank held 1st Source as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.