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Spire Wealth Management’s 1st Source SRCE Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-13
Closed -$778 – 2553
2025
Q1 		$778 Hold
13
– – ﹤0.01% 2420
2024
Q4 		$759 Hold
13
– – ﹤0.01% 2406
2024
Q3 		$778 Hold
13
– – ﹤0.01% 2122
2024
Q2 		$697 Hold
13
– – ﹤0.01% 2164
2024
Q1 		$681 Hold
13
– – ﹤0.01% 2266
2023
Q4 		$691 Buy
+13
New +$623 ﹤0.01% 2320
2022
Q3 		– Sell
-94
Closed -$4K – 2559
2022
Q2 		$4K Sell
94
-415
-82% -$18.7K ﹤0.01% 2217
2022
Q1 		$24K Hold
509
– – ﹤0.01% 1743
2021
Q4 		$25K Hold
509
– – ﹤0.01% 2044
2021
Q3 		$24K Buy
+509
New +$23.2K ﹤0.01% 1786

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Spire Wealth Management's SRCE Position: Q2 2025 in Review

Spire Wealth Management sold out of 1st Source (SRCE) in Q2 2025, closing a stake of 13 shares — an estimated $778 sold.

Spire Wealth Management first reported a position in SRCE in Q3 2021 and held it in 10 quarters. The position peaked at $25K in Q4 2021. 193 funds tracked by Wall St. Rank hold SRCE as of Q2 2025.

  • Spire Wealth Management reported no remaining 1st Source position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 13 1st Source shares in Q2 2025, an estimated $778.
  • Spire Wealth Management first reported a position in 1st Source in Q3 2021 and held it in 10 quarters.
  • Spire Wealth Management's 1st Source position peaked at $25K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held 1st Source as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.