R Squared’s 1st Source SRCE Stock Holding History

R Squared’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
2025 Q1	–	Sell	-690	Closed	-$40.3K	–	1338
2024 Q4	$40.3K	Buy	+690	New	+$42.7K	0.04%	588

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

R Squared's SRCE Position: Q1 2025 in Review

R Squared sold out of 1st Source (SRCE) in Q1 2025, closing a stake of 690 shares — an estimated $40.3K sold.

R Squared first reported a position in SRCE in Q4 2024 and held it in 1 quarter. The position peaked at $40.3K in Q4 2024. 191 funds tracked by Wall St. Rank hold SRCE as of Q1 2025.

R Squared reported no remaining 1st Source position as of Q1 2025 after selling out during the quarter.
R Squared sold 690 1st Source shares in Q1 2025, an estimated $40.3K.
R Squared first reported a position in 1st Source in Q4 2024 and held it in 1 quarter.
R Squared's 1st Source position peaked at $40.3K in Q4 2024.
191 funds tracked by Wall St. Rank held 1st Source as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.