UBS Group
SRCE icon

UBS Group’s 1st Source SRCE Stock Holding History

UBS Group’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 		$9.95M Buy
143,796
+21,146
+17% +$1.43M ﹤0.01% 3360
2025
Q4 		$7.66M Sell
122,650
-120,980
-50% -$7.48M ﹤0.01% 3579
2025
Q3 		$15M Buy
243,630
+86,322
+55% +$5.42M ﹤0.01% 2883
2025
Q2 		$9.76M Buy
157,308
+2,797
+2% +$166K ﹤0.01% 3101
2025
Q1 		$9.24M Buy
154,511
+50,335
+48% +$3.11M ﹤0.01% 3115
2024
Q4 		$6.08M Buy
104,176
+46,782
+82% +$2.9M ﹤0.01% 3608
2024
Q3 		$3.44M Buy
57,394
+13,083
+30% +$771K ﹤0.01% 3447
2024
Q2 		$2.38M Sell
44,311
-9,659
-18% -$489K ﹤0.01% 3588
2024
Q1 		$2.83M Sell
53,970
-7,784
-13% -$399K ﹤0.01% 3593
2023
Q4 		$3.39M Buy
61,754
+12,165
+25% +$583K ﹤0.01% 3198
2023
Q3 		$2.09M Buy
49,589
+8,274
+20% +$369K ﹤0.01% 3403
2023
Q2 		$1.73M Buy
41,315
+1,834
+5% +$78.9K ﹤0.01% 3673
2023
Q1 		$1.7M Buy
39,481
+4,879
+14% +$238K ﹤0.01% 3591
2022
Q4 		$1.84M Buy
34,602
+3,183
+10% +$173K ﹤0.01% 3470
2022
Q3 		$1.45M Buy
31,419
+470
+2% +$22.3K ﹤0.01% 3439
2022
Q2 		$1.41M Buy
30,949
+590
+2% +$26.6K ﹤0.01% 3426
2022
Q1 		$1.41M Sell
30,359
-22
-0.1% -$1.09K ﹤0.01% 3770
2021
Q4 		$1.51M Buy
30,381
+7,102
+31% +$345K ﹤0.01% 4010
2021
Q3 		$1.1M Sell
23,279
-4,477
-16% -$204K ﹤0.01% 4122
2021
Q2 		$1.29M Buy
27,756
+2,186
+9% +$105K ﹤0.01% 3961
2021
Q1 		$1.22M Buy
25,570
+4,928
+24% +$219K ﹤0.01% 4056
2020
Q4 		$832K Buy
20,642
+1,936
+10% +$70.7K ﹤0.01% 4160
2020
Q3 		$577K Sell
18,706
-3,213
-15% -$108K ﹤0.01% 4073
2020
Q2 		$780K Sell
21,919
-1,177
-5% -$39K ﹤0.01% 3730
2020
Q1 		$749K Sell
23,096
-7,420
-24% -$321K ﹤0.01% 3608
2019
Q4 		$1.58M Buy
30,516
+6,429
+27% +$323K ﹤0.01% 3782
2019
Q3 		$1.1M Buy
24,087
+7,255
+43% +$329K ﹤0.01% 3883
2019
Q2 		$781K Buy
16,832
+4,275
+34% +$196K ﹤0.01% 3947
2019
Q1 		$564K Sell
12,557
-6,098
-33% -$277K ﹤0.01% 3985
2018
Q4 		$753K Buy
18,655
+249
+1% +$11.6K ﹤0.01% 3928
2018
Q3 		$968K Buy
18,406
+3,329
+22% +$186K ﹤0.01% 3878
2018
Q2 		$805K Buy
15,077
+1,753
+13% +$93.6K ﹤0.01% 3955
2018
Q1 		$675K Sell
13,324
-387
-3% -$19.9K ﹤0.01% 4001
2017
Q4 		$678K Sell
13,711
-24
-0.2% -$1.22K ﹤0.01% 4074
2017
Q3 		$698K Buy
13,735
+1,349
+11% +$64.6K ﹤0.01% 3977
2017
Q2 		$594K Sell
12,386
-261
-2% -$12.3K ﹤0.01% 4002
2017
Q1 		$594K Sell
12,647
-2,416
-16% -$110K ﹤0.01% 3923
2016
Q4 		$673K Buy
15,063
+2,358
+19% +$91.1K ﹤0.01% 3888
2016
Q3 		$454K Buy
12,705
+1,217
+11% +$41.7K ﹤0.01% 3979
2016
Q2 		$372K Buy
11,488
+658
+6% +$21.8K ﹤0.01% 4120
2016
Q1 		$345K Sell
10,830
-1,011
-9% -$30.7K ﹤0.01% 4071
2015
Q4 		$365K Buy
11,841
+1,041
+10% +$33.3K ﹤0.01% 4191
2015
Q3 		$333K Buy
10,800
+465
+4% +$14.2K ﹤0.01% 4216
2015
Q2 		$321K Buy
10,335
+7,383
+250% +$218K ﹤0.01% 4468
2015
Q1 		$86K Buy
2,952
+2,119
+254% +$60.9K ﹤0.01% 5548
2014
Q4 		$26K Buy
+833
New +$23.5K ﹤0.01% 7282

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group's SRCE Position: Q1 2026 in Review

UBS Group increased its 1st Source (SRCE) stake by 17% in Q1 2026, buying an estimated $1.43M and bringing the position to 143,796 shares worth $9.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

UBS Group first reported a position in SRCE in Q4 2014 and has held it in 46 quarters since. The position peaked at $15M in Q3 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • UBS Group held 143,796 shares of 1st Source worth $9.95M as of Q1 2026.
  • UBS Group bought 21,146 1st Source shares in Q1 2026, an estimated $1.43M.
  • 1st Source made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3360 holding.
  • UBS Group first reported a position in 1st Source in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's 1st Source position peaked at $15M in Q3 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.