HWM
SRCE icon

Hemington Wealth Management’s 1st Source SRCE Stock Holding History

Hemington Wealth 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
2025
Q3 		$2K Hold
40
– – ﹤0.01% 1371
2025
Q2 		$2K Hold
40
– – ﹤0.01% 1350
2025
Q1 		$2K Hold
40
– – ﹤0.01% 1333
2024
Q4 		$2K Sell
40
-9
-18% -$557 ﹤0.01% 1326
2024
Q3 		$2K Buy
+49
New +$2.89K ﹤0.01% 1239

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hemington Wealth Management's SRCE Position: Q3 2025 in Review

Hemington Wealth Management held its 1st Source (SRCE) position steady in Q3 2025 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Hemington Wealth Management first reported a position in SRCE in Q3 2024 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold SRCE as of Q3 2025.

  • Hemington Wealth Management held 40 shares of 1st Source worth $2K as of Q3 2025.
  • Hemington Wealth Management left its 1st Source share count unchanged in Q3 2025.
  • 1st Source made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1371 holding.
  • Hemington Wealth Management first reported a position in 1st Source in Q3 2024 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held 1st Source as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.