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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
Q1 		$2.42K Buy
+35
New +$2.36K ﹤0.01% 2233

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

Root Financial Partners's SRCE Position: Q1 2026 in Review

Root Financial Partners opened a new position in 1st Source (SRCE) in Q1 2026: 35 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #2233 among its holdings.

205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Root Financial Partners held 35 shares of 1st Source worth $2.42K as of Q1 2026.
  • 1st Source was a new Root Financial Partners position in Q1 2026.
  • 1st Source made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2233 holding.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.