LTAS
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
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Linden Thomas Advisory Services's SRCE Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its 1st Source (SRCE) stake by 8.1% in Q2 2026, selling an estimated $167K and leaving 25,273 shares worth $2.06M. The position accounts for 0.17% of the portfolio, ranked #206.

Linden Thomas Advisory Services first reported a position in SRCE in Q2 2023 and has held it in 13 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Linden Thomas Advisory Services held 25,273 shares of 1st Source worth $2.06M as of Q2 2026.
  • Linden Thomas Advisory Services sold 2,233 1st Source shares in Q2 2026, an estimated $167K.
  • 1st Source made up 0.17% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #206 holding.
  • Linden Thomas Advisory Services first reported a position in 1st Source in Q2 2023 and has held it in 13 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.