Frazier Financial Advisors’s 1st Source SRCE Stock Holding History

Frazier Financial 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 Q3	$41.7K	Hold	494	–	–	0.02%	223
2026 Q2	$40.3K	Hold	494	–	–	0.02%	215
2026 Q1	$34.2K	Hold	494	–	–	0.02%	236
2025 Q4	$30.9K	Hold	494	–	–	0.02%	223
2025 Q3	$30.4K	Hold	494	–	–	0.02%	214
2025 Q2	$30.7K	Hold	494	–	–	0.02%	207
2025 Q1	$29.5K	Hold	494	–	–	0.02%	200
2024 Q4	$29K	Hold	494	–	–	0.02%	198
2024 Q3	$29.6K	Hold	494	–	–	0.02%	208
2024 Q2	$26.5K	Hold	494	–	–	0.02%	239
2024 Q1	$25.9K	Hold	494	–	–	0.02%	226
2023 Q4	$27.1K	Buy	+494	New	+$23.7K	0.02%	198

Other funds holding SRCE

1ST Source Bank South Bend, Indiana $2.27B AUM 22.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Frazier Financial Advisors's SRCE Position: Q3 2026 in Review

Frazier Financial Advisors held its 1st Source (SRCE) position steady in Q3 2026 at 494 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #223.

Frazier Financial Advisors first reported a position in SRCE in Q4 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

Frazier Financial Advisors held 494 shares of 1st Source worth $41.7K as of Q3 2026.
Frazier Financial Advisors left its 1st Source share count unchanged in Q3 2026.
1st Source made up 0.02% of Frazier Financial Advisors's portfolio in Q3 2026, its #223 holding.
Frazier Financial Advisors first reported a position in 1st Source in Q4 2023 and has held it in 12 quarters since.
126 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.