Financial Life Planners’s 1st Source SRCE Stock Holding History

Financial Life Planners’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	$197K	Buy	+2,853	New	+$192K	0.15%	54
2025 Q4	–	Sell	-2,818	Closed	-$173K	–	291
2025 Q3	$173K	Buy	+2,818	New	+$177K	0.12%	62
2025 Q2	–	Sell	-2,784	Closed	-$166K	–	80
2025 Q1	$166K	Buy	2,784 +1,963	+239%	+$121K	0.16%	55
2024 Q4	$47.9K	Buy	+821	New	+$50.8K	0.04%	123

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Financial Life Planners's SRCE Position: Q1 2026 in Review

Financial Life Planners opened a new position in 1st Source (SRCE) in Q1 2026: 2,853 shares worth $197K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings. This is a return to the name: Financial Life Planners previously reported a position in SRCE as recently as Q3 2025.

Financial Life Planners first reported a position in SRCE in Q4 2024 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Financial Life Planners held 2,853 shares of 1st Source worth $197K as of Q1 2026.
1st Source was a new Financial Life Planners position in Q1 2026.
1st Source made up 0.15% of Financial Life Planners's portfolio in Q1 2026, its #54 holding.
Financial Life Planners first reported a position in 1st Source in Q4 2024 and has held it in 4 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Financial Life Planners's 13F filing for Q1 2026, filed 24 Apr 2026.