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Kelman-Lazarov Inc’s 1st Source SRCE Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-23,406
Closed -$1.46M – 143
2025
Q4 		$1.46M Sell
23,406
-13
-0.1% -$804 0.21% 51
2025
Q3 		$1.44M Buy
+23,419
New +$1.47M 0.21% 51

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

Kelman-Lazarov Inc's SRCE Position: Q1 2026 in Review

Kelman-Lazarov Inc sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 23,406 shares — an estimated $1.46M sold.

Kelman-Lazarov Inc first reported a position in SRCE in Q3 2025 and held it in 2 quarters. The position peaked at $1.46M in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Kelman-Lazarov Inc reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 23,406 1st Source shares in Q1 2026, an estimated $1.46M.
  • Kelman-Lazarov Inc first reported a position in 1st Source in Q3 2025 and held it in 2 quarters.
  • Kelman-Lazarov Inc's 1st Source position peaked at $1.46M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.