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Smartleaf Asset Management’s 1st Source SRCE Stock Holding History

Smartleaf Asset Management’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 		$28K Hold
409
– – ﹤0.01% 1785
2025
Q4 		$25.7K Hold
409
– – ﹤0.01% 1897
2025
Q3 		$25.2K Buy
409
+7
+2% +$439 ﹤0.01% 1713
2025
Q2 		$24.9K Sell
402
-73
-15% -$4.34K ﹤0.01% 1463
2025
Q1 		$28.6K Hold
475
– – ﹤0.01% 1426
2024
Q4 		$27.8K Hold
475
– – ﹤0.01% 1471
2024
Q3 		$27.6K Hold
475
– – ﹤0.01% 1171
2024
Q2 		$24.6K Buy
475
+73
+18% +$3.7K ﹤0.01% 959
2024
Q1 		$20.8K Buy
402
+2
+0.5% +$103 ﹤0.01% 851
2023
Q4 		$22.4K Buy
+400
New +$19.2K 0.01% 655

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Smartleaf Asset Management's SRCE Position: Q1 2026 in Review

Smartleaf Asset Management held its 1st Source (SRCE) position steady in Q1 2026 at 409 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Smartleaf Asset Management first reported a position in SRCE in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.6K in Q1 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Smartleaf Asset Management held 409 shares of 1st Source worth $28K as of Q1 2026.
  • Smartleaf Asset Management left its 1st Source share count unchanged in Q1 2026.
  • 1st Source made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1785 holding.
  • Smartleaf Asset Management first reported a position in 1st Source in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's 1st Source position peaked at $28.6K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.