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 Q2	–	Sell	-35	Closed	-$2.42K	–	2802
2026 Q1	$2.42K	Buy	+35	New	+$2.36K	﹤0.01%	2233

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Root Financial Partners's SRCE Position: Q2 2026 in Review

Root Financial Partners sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 35 shares — an estimated $2.42K sold.

Root Financial Partners first reported a position in SRCE in Q1 2026 and held it in 1 quarter. The position peaked at $2.42K in Q1 2026. 204 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Root Financial Partners reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 35 1st Source shares in Q2 2026, an estimated $2.42K.
Root Financial Partners first reported a position in 1st Source in Q1 2026 and held it in 1 quarter.
Root Financial Partners's 1st Source position peaked at $2.42K in Q1 2026.
204 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.