Jones Financial Companies
SRCE icon

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
Q2 		$98.1K Sell
1,197
-103
-8% -$7.69K ﹤0.01% 2862
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 $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

Jones Financial Companies's SRCE Position: Q2 2026 in Review

Jones Financial Companies reduced its 1st Source (SRCE) stake by 7.9% in Q2 2026, selling an estimated $7.69K and leaving 1,197 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Jones Financial Companies first reported a position in SRCE in Q3 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Jones Financial Companies held 1,197 shares of 1st Source worth $98.1K as of Q2 2026.
  • Jones Financial Companies sold 103 1st Source shares in Q2 2026, an estimated $7.69K.
  • 1st Source made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2862 holding.
  • Jones Financial Companies first reported a position in 1st Source in Q3 2024 and has held it in 8 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.