Safeguard Financial’s 1st Source SRCE Stock Holding History

Safeguard 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
2023 Q3	–	Sell	-1,251	Closed	-$52K	–	486
2023 Q2	$52K	Buy	+1,251	New	+$53.8K	0.03%	153

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Safeguard Financial's SRCE Position: Q3 2023 in Review

Safeguard Financial sold out of 1st Source (SRCE) in Q3 2023, closing a stake of 1,251 shares — an estimated $52K sold.

Safeguard Financial first reported a position in SRCE in Q2 2023 and held it in 1 quarter. The position peaked at $52K in Q2 2023. 133 funds tracked by Wall St. Rank hold SRCE as of Q3 2023.

Safeguard Financial reported no remaining 1st Source position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,251 1st Source shares in Q3 2023, an estimated $52K.
Safeguard Financial first reported a position in 1st Source in Q2 2023 and held it in 1 quarter.
Safeguard Financial's 1st Source position peaked at $52K in Q2 2023.
133 funds tracked by Wall St. Rank held 1st Source as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.