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SageView Advisory Group’s 1st Source SRCE Stock Holding History

SageView Advisory Group’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
2025
Q4 		$625 Buy
+10
New +$619 ﹤0.01% 2426

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SageView Advisory Group's SRCE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in 1st Source (SRCE) in Q4 2025: 10 shares worth $625. The stake represents ﹤0.01% of the portfolio and ranks #2426 among its holdings.

197 funds tracked by Wall St. Rank hold SRCE as of Q4 2025.

  • SageView Advisory Group held 10 shares of 1st Source worth $625 as of Q4 2025.
  • 1st Source was a new SageView Advisory Group position in Q4 2025.
  • 1st Source made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2426 holding.
  • 197 funds tracked by Wall St. Rank held 1st Source as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.