FFA
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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
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

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Frazier Financial Advisors's SRCE Position: Q2 2026 in Review

Frazier Financial Advisors held its 1st Source (SRCE) position steady in Q2 2026 at 494 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #215.

Frazier Financial Advisors first reported a position in SRCE in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Frazier Financial Advisors held 494 shares of 1st Source worth $40.3K as of Q2 2026.
  • Frazier Financial Advisors left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • Frazier Financial Advisors first reported a position in 1st Source in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.