SFA
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Sequoia Financial Advisors’s 1st Source SRCE Stock Holding History

Sequoia Financial Advisors’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 		$444K Buy
+5,444
New +$406K ﹤0.01% 1415

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sequoia Financial Advisors's SRCE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in 1st Source (SRCE) in Q2 2026: 5,444 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Sequoia Financial Advisors held 5,444 shares of 1st Source worth $444K as of Q2 2026.
  • 1st Source was a new Sequoia Financial Advisors position in Q2 2026.
  • 1st Source made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1415 holding.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.