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 Q2	$146K	Sell	1,791 -1,062	-37%	-$79.3K	0.09%	76
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 $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Financial Life Planners's SRCE Position: Q2 2026 in Review

Financial Life Planners reduced its 1st Source (SRCE) stake by 37% in Q2 2026, selling an estimated $79.3K and leaving 1,791 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #76.

Financial Life Planners first reported a position in SRCE in Q4 2024 and has held it in 5 quarters since. The position peaked at $197K in Q1 2026. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Financial Life Planners held 1,791 shares of 1st Source worth $146K as of Q2 2026.
Financial Life Planners sold 1,062 1st Source shares in Q2 2026, an estimated $79.3K.
1st Source made up 0.09% of Financial Life Planners's portfolio in Q2 2026, its #76 holding.
Financial Life Planners first reported a position in 1st Source in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's 1st Source position peaked at $197K in Q1 2026.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.