&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 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 $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

&Partners's SRCE Position: Q1 2026 in Review

&Partners held its 1st Source (SRCE) position steady in Q1 2026 at 4,956 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

&Partners first reported a position in SRCE in Q4 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

&Partners held 4,956 shares of 1st Source worth $343K as of Q1 2026.
&Partners left its 1st Source share count unchanged in Q1 2026.
1st Source made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1904 holding.
&Partners first reported a position in 1st Source in Q4 2025 and has held it in 2 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.