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IFP Advisors’s 1st Source SRCE Stock Holding History

IFP Advisors’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 		$2.49K Hold
36
– – ﹤0.01% 3869
2025
Q4 		$2.25K Buy
36
+2
+6% +$124 ﹤0.01% 3796
2025
Q3 		$2.09K Buy
+34
New +$2.13K ﹤0.01% 3677
2025
Q2 		– Hold
0
– – – 3484
2025
Q1 		– Sell
-3
Closed -$175 – 4614
2024
Q4 		$175 Buy
+3
New +$186 ﹤0.01% 3809
2022
Q4 		– Sell
-80
Closed -$5K – 4820
2022
Q3 		$5K Hold
80
– – ﹤0.01% 4059
2022
Q2 		$5K Hold
80
– – ﹤0.01% 3829
2022
Q1 		$5K Buy
+80
New +$3.95K ﹤0.01% 3829
2021
Q3 		– Sell
-4
Closed – – 3452
2021
Q2 		$0 Buy
+4
New +$192 ﹤0.01% 3224

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

IFP Advisors's SRCE Position: Q1 2026 in Review

IFP Advisors held its 1st Source (SRCE) position steady in Q1 2026 at 36 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

IFP Advisors first reported a position in SRCE in Q2 2021 and has held it in 8 quarters since. The position peaked at $5K in Q3 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • IFP Advisors held 36 shares of 1st Source worth $2.49K as of Q1 2026.
  • IFP Advisors left its 1st Source share count unchanged in Q1 2026.
  • 1st Source made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3869 holding.
  • IFP Advisors first reported a position in 1st Source in Q2 2021 and has held it in 8 quarters since.
  • IFP Advisors's 1st Source position peaked at $5K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.