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Lindbrook Capital’s 1st Source SRCE Stock Holding History

Lindbrook Capital’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
Q1 		$9.51K Sell
159
-2
-1% -$123 ﹤0.01% 1677
2024
Q4 		$9.4K Buy
161
+2
+1% +$124 ﹤0.01% 1683
2024
Q3 		$9.52K Hold
159
– – ﹤0.01% 1704
2024
Q2 		$8.53K Buy
+159
New +$8.05K ﹤0.01% 1718
2023
Q3 		– Sell
-11
Closed -$461 – 2815
2023
Q2 		$461 Sell
11
-512
-98% -$22K ﹤0.01% 2529
2023
Q1 		$22.6K Buy
523
+170
+48% +$8.31K ﹤0.01% 1010
2022
Q4 		$18.7K Buy
353
+38
+12% +$2.07K ﹤0.01% 1089
2022
Q3 		$15K Buy
315
+167
+113% +$7.93K ﹤0.01% 1142
2022
Q2 		$7K Buy
148
+80
+118% +$3.61K ﹤0.01% 1429
2022
Q1 		$3K Buy
+68
New +$3.36K ﹤0.01% 1877
2020
Q4 		– Sell
-16
Closed – – 1867
2020
Q3 		$0 Sell
16
-40
-71% -$1.35K ﹤0.01% 1832
2020
Q2 		$2K Buy
+56
New +$1.85K ﹤0.01% 1441

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 $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Lindbrook Capital's SRCE Position: Q1 2025 in Review

Lindbrook Capital reduced its 1st Source (SRCE) stake by 1.2% in Q1 2025, selling an estimated $123 and leaving 159 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Lindbrook Capital first reported a position in SRCE in Q2 2020 and has held it in 12 quarters since. The position peaked at $22.6K in Q1 2023. 191 funds tracked by Wall St. Rank hold SRCE as of Q1 2025.

  • Lindbrook Capital held 159 shares of 1st Source worth $9.51K as of Q1 2025.
  • Lindbrook Capital sold 2 1st Source shares in Q1 2025, an estimated $123.
  • 1st Source made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1677 holding.
  • Lindbrook Capital first reported a position in 1st Source in Q2 2020 and has held it in 12 quarters since.
  • Lindbrook Capital's 1st Source position peaked at $22.6K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held 1st Source as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.