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
Q2 		$2.05M Buy
25,139
+1,615
+7% +$121K ﹤0.01% 1842
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 $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Principal Financial Group's SRCE Position: Q2 2026 in Review

Principal Financial Group increased its 1st Source (SRCE) stake by 6.9% in Q2 2026, buying an estimated $121K and bringing the position to 25,139 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Principal Financial Group first reported a position in SRCE in Q3 2020 and has held it in 16 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Principal Financial Group held 25,139 shares of 1st Source worth $2.05M as of Q2 2026.
  • Principal Financial Group bought 1,615 1st Source shares in Q2 2026, an estimated $121K.
  • 1st Source made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1842 holding.
  • Principal Financial Group first reported a position in 1st Source in Q3 2020 and has held it in 16 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.