Truist Financial
SRCE icon

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
Q2 		$224K Sell
2,748
-222
-7% -$16.6K ﹤0.01% 2714
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 $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

Truist Financial's SRCE Position: Q2 2026 in Review

Truist Financial reduced its 1st Source (SRCE) stake by 7.5% in Q2 2026, selling an estimated $16.6K and leaving 2,748 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Truist Financial first reported a position in SRCE in Q2 2022 and has held it in 11 quarters since. The position peaked at $594K in Q4 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Truist Financial held 2,748 shares of 1st Source worth $224K as of Q2 2026.
  • Truist Financial sold 222 1st Source shares in Q2 2026, an estimated $16.6K.
  • 1st Source made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2714 holding.
  • Truist Financial first reported a position in 1st Source in Q2 2022 and has held it in 11 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 Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.