SEI Investments’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.4M | Sell |
49,123
-1,768
| -3% | -$119K | ﹤0.01% | 1749 |
|
|
2025
Q4 | $3.18M | Buy |
50,891
+3,903
| +8% | +$241K | ﹤0.01% | 1621 |
|
|
2025
Q3 | $2.89M | Sell |
46,988
-1,793
| -4% | -$112K | ﹤0.01% | 1542 |
|
|
2025
Q2 | $3.03M | Sell |
48,781
-9,397
| -16% | -$559K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $3.48M | Buy |
58,178
+4,684
| +9% | +$289K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $3.12M | Buy |
53,494
+25,528
| +91% | +$1.58M | ﹤0.01% | 1493 |
|
|
2024
Q3 | $1.67M | Buy |
27,966
+22,042
| +372% | +$1.3M | ﹤0.01% | 1765 |
|
|
2024
Q2 | $318K | Hold |
5,924
| – | – | ﹤0.01% | 2314 |
|
|
2024
Q1 | $311K | Buy |
+5,924
| New | +$304K | ﹤0.01% | 2293 |
|
|
2023
Q3 | – | Sell |
-5,472
| Closed | -$229K | – | 2693 |
|
|
2023
Q2 | $229K | Sell |
5,472
-2,028
| -27% | -$87.2K | ﹤0.01% | 2429 |
|
|
2023
Q1 | $324K | Sell |
7,500
-1,204
| -14% | -$58.8K | ﹤0.01% | 2311 |
|
|
2022
Q4 | $462K | Sell |
8,704
-2,907
| -25% | -$158K | ﹤0.01% | 2040 |
|
|
2022
Q3 | $537K | Sell |
11,611
-481
| -4% | -$22.9K | ﹤0.01% | 2057 |
|
|
2022
Q2 | $547K | Buy |
12,092
+1,592
| +15% | +$71.8K | ﹤0.01% | 2063 |
|
|
2022
Q1 | $464K | Buy |
10,500
+1,066
| +11% | +$52.7K | ﹤0.01% | 2122 |
|
|
2021
Q4 | $453K | Sell |
9,434
-10
| -0.1% | -$486 | ﹤0.01% | 2148 |
|
|
2021
Q3 | $430K | Buy |
9,444
+2,108
| +29% | +$96K | ﹤0.01% | 2144 |
|
|
2021
Q2 | $329K | Sell |
7,336
-210
| -3% | -$10.1K | ﹤0.01% | 2280 |
|
|
2021
Q1 | $330K | Sell |
7,546
-2,658
| -26% | -$118K | ﹤0.01% | 2210 |
|
|
2020
Q4 | $391K | Buy |
10,204
+31
| +0.3% | +$1.13K | ﹤0.01% | 2094 |
|
|
2020
Q3 | $296K | Buy |
10,173
+580
| +6% | +$19.6K | ﹤0.01% | 2100 |
|
|
2020
Q2 | $323K | Buy |
9,593
+1,492
| +18% | +$49.4K | ﹤0.01% | 2052 |
|
|
2020
Q1 | $246K | Buy |
8,101
+999
| +14% | +$43.2K | ﹤0.01% | 2035 |
|
|
2019
Q4 | $346K | Buy |
7,102
+1,117
| +19% | +$56.1K | ﹤0.01% | 2093 |
|
|
2019
Q3 | $274K | Hold |
5,985
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q2 | $278K | Sell |
5,985
-2,400
| -29% | -$110K | ﹤0.01% | 2142 |
|
|
2019
Q1 | $377K | Buy |
+8,385
| New | +$381K | ﹤0.01% | 2029 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$2K | – | 3345 |
|
|
2018
Q2 | $2K | Sell |
31
-2
| -6% | -$107 | ﹤0.01% | 3380 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$1.69K | ﹤0.01% | 3265 |
|
|
2016
Q1 | – | Sell |
-1,819
| Closed | -$56K | – | 2632 |
|
|
2015
Q4 | $56K | Buy |
+1,819
| New | +$58.3K | ﹤0.01% | 1862 |
|
Other funds holding SRCE
1SB
VCM
VPM
SEI Investments's SRCE Position: Q1 2026 in Review
SEI Investments reduced its 1st Source (SRCE) stake by 3.5% in Q1 2026, selling an estimated $119K and leaving 49,123 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.
SEI Investments first reported a position in SRCE in Q4 2015 and has held it in 30 quarters since. The position peaked at $3.48M in Q1 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.
- SEI Investments held 49,123 shares of 1st Source worth $3.4M as of Q1 2026.
- SEI Investments sold 1,768 1st Source shares in Q1 2026, an estimated $119K.
- 1st Source made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #1749 holding.
- SEI Investments first reported a position in 1st Source in Q4 2015 and has held it in 30 quarters since.
- SEI Investments's 1st Source position peaked at $3.48M in Q1 2025.
- 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.