Principal Financial Group
SRCE icon

Principal Financial Group’s 1st Source SRCE Stock Holding History

Principal Financial Group’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 		$1.63M Buy
+23,524
New +$1.59M ﹤0.01% 1860
2025
Q2 		– Sell
-12,526
Closed -$749K – 2313
2025
Q1 		$749K Buy
12,526
+430
+4% +$26.5K ﹤0.01% 1880
2024
Q4 		$706K Buy
12,096
+1,001
+9% +$62K ﹤0.01% 1918
2024
Q3 		$664K Buy
+11,095
New +$654K ﹤0.01% 1896
2024
Q1 		– Sell
-5,726
Closed -$315K – 2489
2023
Q4 		$315K Buy
5,726
+589
+11% +$28.2K ﹤0.01% 2050
2023
Q3 		$216K Buy
+5,137
New +$229K ﹤0.01% 2142
2022
Q4 		– Sell
-4,327
Closed -$200K – 2535
2022
Q3 		$200K Sell
4,327
-3,824
-47% -$182K ﹤0.01% 2207
2022
Q2 		$370K Sell
8,151
-2,871
-26% -$129K ﹤0.01% 2133
2022
Q1 		$510K Sell
11,022
-5,594
-34% -$276K ﹤0.01% 2114
2021
Q4 		$824K Sell
16,616
-5,805
-26% -$282K ﹤0.01% 2022
2021
Q3 		$1.06M Sell
22,421
-165
-0.7% -$7.51K ﹤0.01% 1994
2021
Q2 		$1.05M Buy
22,586
+10,145
+82% +$486K ﹤0.01% 2026
2021
Q1 		$592K Buy
12,441
+941
+8% +$41.8K ﹤0.01% 2111
2020
Q4 		$463K Buy
11,500
+1,508
+15% +$55.1K ﹤0.01% 2130
2020
Q3 		$308K Buy
+9,992
New +$337K ﹤0.01% 2123

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group's SRCE Position: Q1 2026 in Review

Principal Financial Group opened a new position in 1st Source (SRCE) in Q1 2026: 23,524 shares worth $1.63M. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in SRCE as recently as Q1 2025.

Principal Financial Group first reported a position in SRCE in Q3 2020 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Principal Financial Group held 23,524 shares of 1st Source worth $1.63M as of Q1 2026.
  • 1st Source was a new Principal Financial Group position in Q1 2026.
  • 1st Source made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1860 holding.
  • Principal Financial Group first reported a position in 1st Source in Q3 2020 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.