Rossby Financial’s 1st Source SRCE Stock Holding History

Rossby 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 Q1	$56.6K	Hold	806	–	–	0.01%	706
2025 Q4	$50.4K	Buy	+806	New	+$49.9K	0.02%	539

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rossby Financial's SRCE Position: Q1 2026 in Review

Rossby Financial held its 1st Source (SRCE) position steady in Q1 2026 at 806 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #706.

Rossby Financial first reported a position in SRCE in Q4 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Rossby Financial held 806 shares of 1st Source worth $56.6K as of Q1 2026.
Rossby Financial left its 1st Source share count unchanged in Q1 2026.
1st Source made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #706 holding.
Rossby Financial first reported a position in 1st Source in Q4 2025 and has held it in 2 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.