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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
Q2 		$33.5K Hold
409
– – ﹤0.01% 1725
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 $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

Smartleaf Asset Management's SRCE Position: Q2 2026 in Review

Smartleaf Asset Management held its 1st Source (SRCE) position steady in Q2 2026 at 409 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Smartleaf Asset Management first reported a position in SRCE in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Smartleaf Asset Management held 409 shares of 1st Source worth $33.5K as of Q2 2026.
  • Smartleaf Asset Management left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1725 holding.
  • Smartleaf Asset Management first reported a position in 1st Source in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.