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Harbour Trust & Investment Management’s 1st Source SRCE Stock Holding History

Harbour Trust & Investment Management’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 		$307K Hold
3,758
– – 0.03% 128
2026
Q1 		$260K Hold
3,758
– – 0.03% 137
2025
Q4 		$235K Hold
3,758
– – 0.02% 142
2025
Q3 		$231K Hold
3,758
– – 0.02% 145
2025
Q2 		$233K Hold
3,758
– – 0.03% 146
2025
Q1 		$225K Hold
3,758
– – 0.03% 144
2024
Q4 		$219K Sell
3,758
-201
-5% -$12.4K 0.03% 149
2024
Q3 		$237K Hold
3,959
– – 0.03% 146
2024
Q2 		$212K Hold
3,959
– – 0.03% 154
2024
Q1 		$208K Hold
3,959
– – 0.03% 160
2023
Q4 		$218K Buy
+3,959
New +$190K 0.03% 157

Other funds holding SRCE

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Harbour Trust & Investment Management's SRCE Position: Q2 2026 in Review

Harbour Trust & Investment Management held its 1st Source (SRCE) position steady in Q2 2026 at 3,758 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #128.

Harbour Trust & Investment Management first reported a position in SRCE in Q4 2023 and has held it in 11 quarters since. 47 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Harbour Trust & Investment Management held 3,758 shares of 1st Source worth $307K as of Q2 2026.
  • Harbour Trust & Investment Management left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up 0.03% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #128 holding.
  • Harbour Trust & Investment Management first reported a position in 1st Source in Q4 2023 and has held it in 11 quarters since.
  • 47 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.