Truist Financial’s 1st Source SRCE Stock Holding History

Truist Financial’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	$206K	Sell	2,970 -753	-20%	-$50.8K	﹤0.01%	2640
2025 Q4	$233K	Sell	3,723 -947	-20%	-$58.6K	﹤0.01%	2502
2025 Q3	$287K	Buy	4,670 +836	+22%	+$52.4K	﹤0.01%	2346
2025 Q2	$238K	Sell	3,834 -222	-5%	-$13.2K	﹤0.01%	2327
2025 Q1	$243K	Sell	4,056 -435	-10%	-$26.8K	﹤0.01%	2261
2024 Q4	$262K	Sell	4,491 -138	-3%	-$8.54K	﹤0.01%	2229
2024 Q3	$277K	Buy	+4,629	New	+$273K	﹤0.01%	2178
2023 Q2	–	Sell	-11,193	Closed	-$483K	–	2670
2023 Q1	$483K	Hold	11,193	–	–	﹤0.01%	2000
2022 Q4	$594K	Buy	+11,193	New	+$610K	﹤0.01%	1844
2022 Q3	–	Sell	-7,590	Closed	-$345K	–	2663
2022 Q2	$345K	Buy	+7,590	New	+$342K	﹤0.01%	2129

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Truist Financial's SRCE Position: Q1 2026 in Review

Truist Financial reduced its 1st Source (SRCE) stake by 20% in Q1 2026, selling an estimated $50.8K and leaving 2,970 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Truist Financial first reported a position in SRCE in Q2 2022 and has held it in 10 quarters since. The position peaked at $594K in Q4 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Truist Financial held 2,970 shares of 1st Source worth $206K as of Q1 2026.
Truist Financial sold 753 1st Source shares in Q1 2026, an estimated $50.8K.
1st Source made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2640 holding.
Truist Financial first reported a position in 1st Source in Q2 2022 and has held it in 10 quarters since.
Truist Financial's 1st Source position peaked at $594K in Q4 2022.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.