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 Q3	$74.7K	Buy	884 +832	+1,600%	+$71.5K	﹤0.01%	2139
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

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors's SRCE Position: Q3 2026 in Review

IFP Advisors increased its 1st Source (SRCE) stake by 1,600% in Q3 2026, buying an estimated $71.5K and bringing the position to 884 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

IFP Advisors first reported a position in SRCE in Q2 2021 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

IFP Advisors held 884 shares of 1st Source worth $74.7K as of Q3 2026.
IFP Advisors bought 832 1st Source shares in Q3 2026, an estimated $71.5K.
1st Source made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2139 holding.
IFP Advisors first reported a position in 1st Source in Q2 2021 and has held it in 10 quarters since.
23 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.