USA Financial Formulas’s 1st Source SRCE Stock Holding History

USA Financial Formulas’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 Q3	$71.1K	Buy	+841	New	+$72.2K	0.01%	203

Other funds holding SRCE

1ST Source Bank South Bend, Indiana $2.27B AUM 22.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

USA Financial Formulas's SRCE Position: Q3 2026 in Review

USA Financial Formulas opened a new position in 1st Source (SRCE) in Q3 2026: 841 shares worth $71.1K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

104 funds tracked by Wall St. Rank hold SRCE as of Q3 2026.

USA Financial Formulas held 841 shares of 1st Source worth $71.1K as of Q3 2026.
1st Source was a new USA Financial Formulas position in Q3 2026.
1st Source made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #203 holding.
104 funds tracked by Wall St. Rank held 1st Source as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.