IEQ Capital
SRCE icon

IEQ Capital’s 1st Source SRCE Stock Holding History

IEQ Capital’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 		– Sell
-6,705
Closed -$547K – 2218
2026
Q2 		$547K Buy
6,705
+2,694
+67% +$201K ﹤0.01% 1358
2026
Q1 		$278K Sell
4,011
-3,949
-50% -$266K ﹤0.01% 1548
2025
Q4 		$497K Buy
7,960
+2,667
+50% +$165K ﹤0.01% 1327
2025
Q3 		$326K Buy
+5,293
New +$332K ﹤0.01% 1482
2025
Q2 		– Sell
-3,393
Closed -$203K – 1985
2025
Q1 		$203K Sell
3,393
-897
-21% -$55.4K ﹤0.01% 1378
2024
Q4 		$250K Buy
+4,290
New +$266K ﹤0.01% 1100

Other funds holding SRCE

1ST Source Bank
1ST Source Bank South Bend, Indiana $2.27B AUM 22.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

IEQ Capital's SRCE Position: Q3 2026 in Review

IEQ Capital sold out of 1st Source (SRCE) in Q3 2026, closing a stake of 6,705 shares — an estimated $547K sold.

IEQ Capital first reported a position in SRCE in Q4 2024 and held it in 6 quarters. The position peaked at $547K in Q2 2026. 144 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

  • IEQ Capital reported no remaining 1st Source position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 6,705 1st Source shares in Q3 2026, an estimated $547K.
  • IEQ Capital first reported a position in 1st Source in Q4 2024 and held it in 6 quarters.
  • IEQ Capital's 1st Source position peaked at $547K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.