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
2026 Q1	–	Sell	-10	Closed	-$625	–	2186
2025 Q4	$625	Buy	+10	New	+$619	﹤0.01%	2426

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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SageView Advisory Group's SRCE Position: Q1 2026 in Review

SageView Advisory Group sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 10 shares — an estimated $625 sold.

SageView Advisory Group first reported a position in SRCE in Q4 2025 and held it in 1 quarter. The position peaked at $625 in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

SageView Advisory Group reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 10 1st Source shares in Q1 2026, an estimated $625.
SageView Advisory Group first reported a position in 1st Source in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's 1st Source position peaked at $625 in Q4 2025.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.