InceptionR’s 1st Source SRCE Stock Holding History

InceptionR’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
2025 Q3	–	Sell	-3,763	Closed	-$234K	–	928
2025 Q2	$234K	Buy	+3,763	New	+$224K	0.05%	524

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

InceptionR's SRCE Position: Q3 2025 in Review

InceptionR sold out of 1st Source (SRCE) in Q3 2025, closing a stake of 3,763 shares — an estimated $234K sold.

InceptionR first reported a position in SRCE in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 198 funds tracked by Wall St. Rank hold SRCE as of Q3 2025.

InceptionR reported no remaining 1st Source position as of Q3 2025 after selling out during the quarter.
InceptionR sold 3,763 1st Source shares in Q3 2025, an estimated $234K.
InceptionR first reported a position in 1st Source in Q2 2025 and held it in 1 quarter.
InceptionR's 1st Source position peaked at $234K in Q2 2025.
198 funds tracked by Wall St. Rank held 1st Source as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.