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Rothschild Investment LLC’s 1st Source SRCE Stock Holding History

Rothschild Investment LLC’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 		$3.59K Buy
44
+9
+26% +$672 ﹤0.01% 2461
2026
Q1 		$2.42K Sell
35
-4
-10% -$270 ﹤0.01% 2463
2025
Q4 		$2.44K Sell
39
-4
-9% -$247 ﹤0.01% 2267
2025
Q3 		$2.65K Buy
43
+23
+115% +$1.44K ﹤0.01% 2057
2025
Q2 		$1.24K Sell
20
-15
-43% -$892 ﹤0.01% 2346
2025
Q1 		$2.09K Buy
35
+10
+40% +$617 ﹤0.01% 1872
2024
Q4 		$1.46K Hold
25
– – ﹤0.01% 1991
2024
Q3 		$1.5K Buy
25
+15
+150% +$884 ﹤0.01% 1887
2024
Q2 		$536 Buy
+10
New +$506 ﹤0.01% 1967

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Rothschild Investment LLC's SRCE Position: Q2 2026 in Review

Rothschild Investment LLC increased its 1st Source (SRCE) stake by 26% in Q2 2026, buying an estimated $672 and bringing the position to 44 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Rothschild Investment LLC first reported a position in SRCE in Q2 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Rothschild Investment LLC held 44 shares of 1st Source worth $3.59K as of Q2 2026.
  • Rothschild Investment LLC bought 9 1st Source shares in Q2 2026, an estimated $672.
  • 1st Source made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2461 holding.
  • Rothschild Investment LLC first reported a position in 1st Source in Q2 2024 and has held it in 9 quarters since.
  • 72 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.