GAMMA Investing’s 1st Source SRCE Stock Holding History

GAMMA Investing’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	$29.7K	Buy	351 +20	+6%	+$1.72K	﹤0.01%	2703
2026 Q2	$27K	Buy	331 +12	+4%	+$896	﹤0.01%	2679
2026 Q1	$22.1K	Buy	319 +37	+13%	+$2.49K	﹤0.01%	2664
2025 Q4	$17.6K	Sell	282 -10	-3%	-$619	﹤0.01%	2686
2025 Q3	$18K	Buy	292 +1	+0.3%	+$63	﹤0.01%	2570
2025 Q2	$18.1K	Buy	291 +19	+7%	+$1.13K	﹤0.01%	2512
2025 Q1	$16.3K	Buy	272 +4	+1%	+$247	﹤0.01%	2502
2024 Q4	$15.6K	Buy	268 +60	+29%	+$3.71K	﹤0.01%	2389
2024 Q3	$12.5K	Buy	208 +11	+6%	+$648	﹤0.01%	2359
2024 Q2	$10.6K	Buy	197 +2	+1%	+$101	﹤0.01%	2222
2024 Q1	$10.2K	Buy	195 +6	+3%	+$308	﹤0.01%	2059
2023 Q4	$9.9K	Buy	+189	New	+$9.06K	﹤0.01%	1910

Other funds holding SRCE

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing's SRCE Position: Q3 2026 in Review

GAMMA Investing increased its 1st Source (SRCE) stake by 6% in Q3 2026, buying an estimated $1.72K and bringing the position to 351 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

GAMMA Investing first reported a position in SRCE in Q4 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

GAMMA Investing held 351 shares of 1st Source worth $29.7K as of Q3 2026.
GAMMA Investing bought 20 1st Source shares in Q3 2026, an estimated $1.72K.
1st Source made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2703 holding.
GAMMA Investing first reported a position in 1st Source in Q4 2023 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.