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Hennion & Walsh Asset Management’s 1st Source SRCE Stock Holding History

Hennion & Walsh Asset 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 		$374K Sell
4,580
-136
-3% -$10.2K 0.01% 812
2026
Q1 		$326K Buy
4,716
+8
+0.2% +$539 0.01% 811
2025
Q4 		$294K Sell
4,708
-381
-7% -$23.6K 0.01% 838
2025
Q3 		$313K Sell
5,089
-88
-2% -$5.52K 0.01% 829
2025
Q2 		$321K Buy
+5,177
New +$308K 0.01% 790

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Hennion & Walsh Asset Management's SRCE Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its 1st Source (SRCE) stake by 2.9% in Q2 2026, selling an estimated $10.2K and leaving 4,580 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #812.

Hennion & Walsh Asset Management first reported a position in SRCE in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Hennion & Walsh Asset Management held 4,580 shares of 1st Source worth $374K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 136 1st Source shares in Q2 2026, an estimated $10.2K.
  • 1st Source made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #812 holding.
  • Hennion & Walsh Asset Management first reported a position in 1st Source in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.