Vest Financial’s 1st Source SRCE Stock Holding History

Vest 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
2025 Q2	–	Sell	-12,804	Closed	-$766K	–	419
2025 Q1	$766K	Buy	+12,804	New	+$790K	0.01%	347

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Vest Financial's SRCE Position: Q2 2025 in Review

Vest Financial sold out of 1st Source (SRCE) in Q2 2025, closing a stake of 12,804 shares — an estimated $766K sold.

Vest Financial first reported a position in SRCE in Q1 2025 and held it in 1 quarter. The position peaked at $766K in Q1 2025. 193 funds tracked by Wall St. Rank hold SRCE as of Q2 2025.

Vest Financial reported no remaining 1st Source position as of Q2 2025 after selling out during the quarter.
Vest Financial sold 12,804 1st Source shares in Q2 2025, an estimated $766K.
Vest Financial first reported a position in 1st Source in Q1 2025 and held it in 1 quarter.
Vest Financial's 1st Source position peaked at $766K in Q1 2025.
193 funds tracked by Wall St. Rank held 1st Source as of Q2 2025.

Based on Vest Financial's 13F filing for Q2 2025, filed 25 Jul 2025.