IC
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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital's SRCE Position: Q1 2026 in Review

IEQ Capital reduced its 1st Source (SRCE) stake by 50% in Q1 2026, selling an estimated $266K and leaving 4,011 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

IEQ Capital first reported a position in SRCE in Q4 2024 and has held it in 5 quarters since. The position peaked at $497K in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • IEQ Capital held 4,011 shares of 1st Source worth $278K as of Q1 2026.
  • IEQ Capital sold 3,949 1st Source shares in Q1 2026, an estimated $266K.
  • 1st Source made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1548 holding.
  • IEQ Capital first reported a position in 1st Source in Q4 2024 and has held it in 5 quarters since.
  • IEQ Capital's 1st Source position peaked at $497K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.