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Stephens Consulting’s 1st Source SRCE Stock Holding History

Stephens Consulting’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
-5
Closed -$300 – 1897
2025
Q1 		$300 Buy
+5
New +$309 ﹤0.01% 1479

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 $13.1B AUM 24.63% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Stephens Consulting's SRCE Position: Q2 2025 in Review

Stephens Consulting sold out of 1st Source (SRCE) in Q2 2025, closing a stake of 5 shares — an estimated $300 sold.

Stephens Consulting first reported a position in SRCE in Q1 2025 and held it in 1 quarter. The position peaked at $300 in Q1 2025. 193 funds tracked by Wall St. Rank hold SRCE as of Q2 2025.

  • Stephens Consulting reported no remaining 1st Source position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 1st Source shares in Q2 2025, an estimated $300.
  • Stephens Consulting first reported a position in 1st Source in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's 1st Source position peaked at $300 in Q1 2025.
  • 193 funds tracked by Wall St. Rank held 1st Source as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.