Money Concepts Capital’s 1st Source SRCE Stock Holding History

Money Concepts 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
2026 Q2	$269K	Hold	3,300	–	–	0.01%	545
2026 Q1	$228K	Buy	+3,300	New	+$222K	0.01%	517

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

Money Concepts Capital's SRCE Position: Q2 2026 in Review

Money Concepts Capital held its 1st Source (SRCE) position steady in Q2 2026 at 3,300 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #545.

Money Concepts Capital first reported a position in SRCE in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Money Concepts Capital held 3,300 shares of 1st Source worth $269K as of Q2 2026.
Money Concepts Capital left its 1st Source share count unchanged in Q2 2026.
1st Source made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #545 holding.
Money Concepts Capital first reported a position in 1st Source in Q1 2026 and has held it in 2 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.