LPL Financial
SRCE icon

LPL Financial’s 1st Source SRCE Stock Holding History

LPL Financial’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 		$864K Buy
10,590
+629
+6% +$47K ﹤0.01% 4539
2026
Q1 		$689K Buy
9,961
+1,108
+13% +$74.7K ﹤0.01% 4486
2025
Q4 		$553K Buy
8,853
+1,211
+16% +$74.9K ﹤0.01% 4620
2025
Q3 		$470K Sell
7,642
-1,466
-16% -$92K ﹤0.01% 4681
2025
Q2 		$565K Sell
9,108
-886
-9% -$52.7K ﹤0.01% 4277
2025
Q1 		$598K Buy
9,994
+236
+2% +$14.6K ﹤0.01% 4000
2024
Q4 		$570K Buy
9,758
+109
+1% +$6.75K ﹤0.01% 3983
2024
Q3 		$578K Buy
9,649
+1,221
+14% +$71.9K ﹤0.01% 3871
2024
Q2 		$452K Buy
8,428
+746
+10% +$37.8K ﹤0.01% 3952
2024
Q1 		$403K Sell
7,682
-92
-1% -$4.71K ﹤0.01% 3962
2023
Q4 		$427K Buy
+7,774
New +$373K ﹤0.01% 3783

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

LPL Financial's SRCE Position: Q2 2026 in Review

LPL Financial increased its 1st Source (SRCE) stake by 6.3% in Q2 2026, buying an estimated $47K and bringing the position to 10,590 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #4539.

LPL Financial first reported a position in SRCE in Q4 2023 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • LPL Financial held 10,590 shares of 1st Source worth $864K as of Q2 2026.
  • LPL Financial bought 629 1st Source shares in Q2 2026, an estimated $47K.
  • 1st Source made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4539 holding.
  • LPL Financial first reported a position in 1st Source in Q4 2023 and has held it in 11 quarters since.
  • 72 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.