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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
Q2 		$4.24K Buy
52
+16
+44% +$1.2K ﹤0.01% 3880
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 $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

IFP Advisors's SRCE Position: Q2 2026 in Review

IFP Advisors increased its 1st Source (SRCE) stake by 44% in Q2 2026, buying an estimated $1.2K and bringing the position to 52 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

IFP Advisors first reported a position in SRCE in Q2 2021 and has held it in 9 quarters since. The position peaked at $5K in Q3 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • IFP Advisors held 52 shares of 1st Source worth $4.24K as of Q2 2026.
  • IFP Advisors bought 16 1st Source shares in Q2 2026, an estimated $1.2K.
  • 1st Source made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3880 holding.
  • IFP Advisors first reported a position in 1st Source in Q2 2021 and has held it in 9 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 Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.