&Partners’s 1st Source SRCE Stock Holding History

&Partners’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	$388K	Sell	4,757 -199	-4%	-$14.9K	﹤0.01%	1979
2026 Q1	$343K	Hold	4,956	–	–	﹤0.01%	1904
2025 Q4	$310K	Buy	+4,956	New	+$307K	﹤0.01%	1889

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

&Partners's SRCE Position: Q2 2026 in Review

&Partners reduced its 1st Source (SRCE) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 4,757 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

&Partners first reported a position in SRCE in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

&Partners held 4,757 shares of 1st Source worth $388K as of Q2 2026.
&Partners sold 199 1st Source shares in Q2 2026, an estimated $14.9K.
1st Source made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1979 holding.
&Partners first reported a position in 1st Source in Q4 2025 and has held it in 3 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.