Jones Financial Companies
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Jones Financial Companies’s 1st Source SRCE Stock Holding History

Jones Financial Companies’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 		$88.6K Buy
1,300
+168
+15% +$11.3K ﹤0.01% 2715
2025
Q4 		$70.8K Buy
1,132
+100
+10% +$6.18K ﹤0.01% 2372
2025
Q3 		$64.8K Sell
1,032
-106
-9% -$6.65K ﹤0.01% 2267
2025
Q2 		$70.4K Buy
1,138
+1
+0.1% +$59 ﹤0.01% 2087
2025
Q1 		$68.5K Sell
1,137
-85
-7% -$5.25K ﹤0.01% 1938
2024
Q4 		$71.3K Buy
1,222
+465
+61% +$28.8K ﹤0.01% 1751
2024
Q3 		$44.1K Buy
+757
New +$44.6K ﹤0.01% 1688

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

Jones Financial Companies's SRCE Position: Q1 2026 in Review

Jones Financial Companies increased its 1st Source (SRCE) stake by 15% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,300 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Jones Financial Companies first reported a position in SRCE in Q3 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Jones Financial Companies held 1,300 shares of 1st Source worth $88.6K as of Q1 2026.
  • Jones Financial Companies bought 168 1st Source shares in Q1 2026, an estimated $11.3K.
  • 1st Source made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2715 holding.
  • Jones Financial Companies first reported a position in 1st Source in Q3 2024 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.