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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
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

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

IEQ Capital's SRCE Position: Q2 2026 in Review

IEQ Capital increased its 1st Source (SRCE) stake by 67% in Q2 2026, buying an estimated $201K and bringing the position to 6,705 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

IEQ Capital first reported a position in SRCE in Q4 2024 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • IEQ Capital held 6,705 shares of 1st Source worth $547K as of Q2 2026.
  • IEQ Capital bought 2,694 1st Source shares in Q2 2026, an estimated $201K.
  • 1st Source made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1358 holding.
  • IEQ Capital first reported a position in 1st Source in Q4 2024 and has held it in 6 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.