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SBI Securities’s 1st Source SRCE Stock Holding History

SBI Securities’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 		$12.7K Buy
156
+55
+54% +$4.11K ﹤0.01% 1720
2026
Q1 		$6.99K Sell
101
-18
-15% -$1.21K ﹤0.01% 1889
2025
Q4 		$7.44K Hold
119
– – ﹤0.01% 1860
2025
Q3 		$7.33K Hold
119
– – ﹤0.01% 1898
2025
Q2 		$7.39K Hold
119
– – ﹤0.01% 1827
2025
Q1 		$7.12K Hold
119
– – ﹤0.01% 1743
2024
Q4 		$6.95K Buy
+119
New +$7.37K ﹤0.01% 1793

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

SBI Securities's SRCE Position: Q2 2026 in Review

SBI Securities increased its 1st Source (SRCE) stake by 54% in Q2 2026, buying an estimated $4.11K and bringing the position to 156 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

SBI Securities first reported a position in SRCE in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • SBI Securities held 156 shares of 1st Source worth $12.7K as of Q2 2026.
  • SBI Securities bought 55 1st Source shares in Q2 2026, an estimated $4.11K.
  • 1st Source made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1720 holding.
  • SBI Securities first reported a position in 1st Source in Q4 2024 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.