KFG Wealth Management’s 1st Source SRCE Stock Holding History

KFG Wealth Management’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	$327K	Buy	4,009 +16	+0.4%	+$1.2K	0.04%	170
2026 Q1	$276K	Sell	3,993 -1,318	-25%	-$88.8K	0.04%	182
2025 Q4	$332K	Buy	5,311 +6	+0.1%	+$371	0.04%	164
2025 Q3	$327K	Hold	5,305	–	–	0.05%	161
2025 Q2	$329K	Hold	5,305	–	–	0.05%	154
2025 Q1	$317K	Hold	5,305	–	–	0.06%	149
2024 Q4	$310K	Sell	5,305 -886	-14%	-$54.8K	0.06%	140
2024 Q3	$371K	Buy	6,191 +5	+0.1%	+$295	0.08%	128
2024 Q2	$332K	Buy	6,186 +6	+0.1%	+$304	0.13%	115
2024 Q1	$324K	Buy	6,180 +6	+0.1%	+$308	0.13%	114
2023 Q4	$339K	Buy	6,174 +6	+0.1%	+$288	0.15%	98
2023 Q3	$260K	Sell	6,168 -66	-1%	-$2.94K	0.14%	109
2023 Q2	$261K	Buy	6,234 +7	+0.1%	+$301	0.15%	99
2023 Q1	$273K	Buy	6,227 +5	+0.1%	+$244	0.19%	69
2022 Q4	$330K	Buy	+6,222	New	+$339K	0.34%	53

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

KFG Wealth Management's SRCE Position: Q2 2026 in Review

KFG Wealth Management increased its 1st Source (SRCE) stake by 0.4% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,009 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #170.

KFG Wealth Management first reported a position in SRCE in Q4 2022 and has held it in 15 quarters since. The position peaked at $371K in Q3 2024. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

KFG Wealth Management held 4,009 shares of 1st Source worth $327K as of Q2 2026.
KFG Wealth Management bought 16 1st Source shares in Q2 2026, an estimated $1.2K.
1st Source made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #170 holding.
KFG Wealth Management first reported a position in 1st Source in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's 1st Source position peaked at $371K in Q3 2024.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.