Linden Thomas Advisory Services
SRCE icon

Linden Thomas Advisory Services’s 1st Source SRCE Stock Holding History

Linden Thomas Advisory Services’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
Q3 		$2.13M Sell
25,215
-58
-0.2% -$4.98K 0.17% 189
2026
Q2 		$2.06M Sell
25,273
-2,233
-8% -$167K 0.17% 206
2026
Q1 		$1.9M Buy
27,506
+154
+0.6% +$10.4K 0.18% 205
2025
Q4 		$1.71M Sell
27,352
-380
-1% -$23.5K 0.17% 180
2025
Q3 		$1.71M Sell
27,732
-16
-0.1% -$1K 0.17% 185
2025
Q2 		$1.72M Sell
27,748
-279
-1% -$16.6K 0.19% 177
2025
Q1 		$1.68M Sell
28,027
-69
-0.2% -$4.26K 0.22% 165
2024
Q4 		$1.64M Sell
28,096
-27
-0.1% -$1.67K 0.21% 175
2024
Q3 		$1.68M Sell
28,123
-140
-0.5% -$8.25K 0.23% 165
2024
Q2 		$1.52M Buy
28,263
+438
+2% +$22.2K 0.23% 166
2024
Q1 		$1.46M Buy
27,825
+431
+2% +$22.1K 0.23% 174
2023
Q4 		$1.51M Sell
27,394
-315
-1% -$15.1K 0.28% 145
2023
Q3 		$1.17M Sell
27,709
-44
-0.2% -$1.96K 0.26% 177
2023
Q2 		$1.16M Buy
+27,753
New +$1.19M 0.26% 165

Other funds holding SRCE

Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Linden Thomas Advisory Services's SRCE Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its 1st Source (SRCE) stake by 0.23% in Q3 2026, selling an estimated $4.98K and leaving 25,215 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #189.

Linden Thomas Advisory Services first reported a position in SRCE in Q2 2023 and has held it in 14 quarters since. 31 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

  • Linden Thomas Advisory Services held 25,215 shares of 1st Source worth $2.13M as of Q3 2026.
  • Linden Thomas Advisory Services sold 58 1st Source shares in Q3 2026, an estimated $4.98K.
  • 1st Source made up 0.17% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #189 holding.
  • Linden Thomas Advisory Services first reported a position in 1st Source in Q2 2023 and has held it in 14 quarters since.
  • 31 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.