Raymond James Financial
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Raymond James Financial’s 1st Source SRCE Stock Holding History

Raymond James Financial’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 		$433K Buy
5,305
+984
+23% +$73.5K ﹤0.01% 4610
2026
Q1 		$299K Sell
4,321
-86
-2% -$5.8K ﹤0.01% 4657
2025
Q4 		$275K Buy
4,407
+138
+3% +$8.54K ﹤0.01% 4636
2025
Q3 		$263K Sell
4,269
-54
-1% -$3.39K ﹤0.01% 4486
2025
Q2 		$268K Buy
4,323
+44
+1% +$2.62K ﹤0.01% 4366
2025
Q1 		$256K Hold
4,279
– – ﹤0.01% 4295
2024
Q4 		$250K Buy
+4,279
New +$265K ﹤0.01% 4288

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 $3.38T AUM 44.17% 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

Raymond James Financial's SRCE Position: Q2 2026 in Review

Raymond James Financial increased its 1st Source (SRCE) stake by 23% in Q2 2026, buying an estimated $73.5K and bringing the position to 5,305 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

Raymond James Financial first reported a position in SRCE in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Raymond James Financial held 5,305 shares of 1st Source worth $433K as of Q2 2026.
  • Raymond James Financial bought 984 1st Source shares in Q2 2026, an estimated $73.5K.
  • 1st Source made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4610 holding.
  • Raymond James Financial first reported a position in 1st Source in Q4 2024 and has held it in 7 quarters since.
  • 204 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.