Root Financial Partners
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Root Financial Partners’s 1st Source SRCE Stock Holding History

Root Financial 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
Q3 		$4.73K Buy
+56
New +$4.81K ﹤0.01% 2255
2026
Q2 		– Sell
-35
Closed -$2.42K – 2802
2026
Q1 		$2.42K Buy
+35
New +$2.36K ﹤0.01% 2233

Other funds holding SRCE

1ST Source Bank
1ST Source Bank South Bend, Indiana $2.27B AUM 22.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Root Financial Partners's SRCE Position: Q3 2026 in Review

Root Financial Partners opened a new position in 1st Source (SRCE) in Q3 2026: 56 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SRCE as recently as Q1 2026.

Root Financial Partners first reported a position in SRCE in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

  • Root Financial Partners held 56 shares of 1st Source worth $4.73K as of Q3 2026.
  • 1st Source was a new Root Financial Partners position in Q3 2026.
  • 1st Source made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2255 holding.
  • Root Financial Partners first reported a position in 1st Source in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.