ZIM
SRCE icon

Zacks Investment Management’s 1st Source SRCE Stock Holding History

Zacks Investment Management’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 		– Sell
-9,213
Closed -$576K – 805
2025
Q4 		$576K Sell
9,213
-400
-4% -$24.7K ﹤0.01% 479
2025
Q3 		$592K Buy
9,613
+388
+4% +$24.3K ﹤0.01% 465
2025
Q2 		$573K Sell
9,225
-1,052
-10% -$62.6K ﹤0.01% 460
2025
Q1 		$615K Sell
10,277
-577
-5% -$35.6K 0.01% 450
2024
Q4 		$634K Sell
10,854
-542
-5% -$33.5K 0.01% 461
2024
Q3 		$682K Sell
11,396
-1,388
-11% -$81.8K 0.01% 452
2024
Q2 		$685K Buy
12,784
+60
+0.5% +$3.04K 0.01% 397
2024
Q1 		$667K Buy
+12,724
New +$652K 0.01% 435
2023
Q2 		– Sell
-39,149
Closed -$1.69M – 719
2023
Q1 		$1.69M Buy
39,149
+1,158
+3% +$56.6K 0.02% 299
2022
Q4 		$2.02M Buy
37,991
+2,263
+6% +$123K 0.03% 279
2022
Q3 		$1.65M Buy
35,728
+239
+0.7% +$11.4K 0.03% 285
2022
Q2 		$1.61M Buy
35,489
+1,136
+3% +$51.2K 0.02% 283
2022
Q1 		$1.59M Buy
34,353
+10,049
+41% +$496K 0.02% 315
2021
Q4 		$1.21M Sell
24,304
-1,918
-7% -$93.3K 0.02% 355
2021
Q3 		$1.24M Buy
26,222
+2,574
+11% +$117K 0.02% 348
2021
Q2 		$1.1M Buy
23,648
+1,163
+5% +$55.7K 0.02% 356
2021
Q1 		$1.07M Buy
22,485
+3,341
+17% +$149K 0.02% 350
2020
Q4 		$772K Sell
19,144
-2,485
-11% -$90.8K 0.01% 377
2020
Q3 		$667K Buy
21,629
+2,125
+11% +$71.7K 0.01% 372
2020
Q2 		$694K Sell
19,504
-5,429
-22% -$180K 0.02% 362
2020
Q1 		$809K Sell
24,933
-2,803
-10% -$121K 0.02% 330
2019
Q4 		$1.44M Sell
27,736
-977
-3% -$49.1K 0.03% 328
2019
Q3 		$1.31M Sell
28,713
-1,779
-6% -$80.8K 0.03% 335
2019
Q2 		$1.42M Sell
30,492
-1,568
-5% -$71.8K 0.03% 345
2019
Q1 		$1.44M Sell
32,060
-5,582
-15% -$254K 0.03% 320
2018
Q4 		$1.52M Sell
37,642
-6,986
-16% -$325K 0.04% 272
2018
Q3 		$2.35M Sell
44,628
-1,636
-4% -$91.2K 0.05% 244
2018
Q2 		$2.47M Buy
46,264
+3,138
+7% +$167K 0.05% 238
2018
Q1 		$2.18M Buy
43,126
+3,153
+8% +$162K 0.05% 247
2017
Q4 		$1.98M Buy
39,973
+2,507
+7% +$127K 0.04% 268
2017
Q3 		$1.9M Buy
37,466
+1,992
+6% +$95.4K 0.04% 260
2017
Q2 		$1.7M Sell
35,474
-957
-3% -$45.2K 0.04% 262
2017
Q1 		$1.71M Buy
36,431
+16,939
+87% +$772K 0.04% 254
2016
Q4 		$871K Buy
+19,492
New +$753K 0.03% 351
2015
Q4 		– Sell
-28,763
Closed -$886K – 648
2015
Q3 		$886K Buy
28,763
+2,940
+11% +$89.9K 0.03% 324
2015
Q2 		$801K Buy
25,823
+1,430
+6% +$42.2K 0.03% 345
2015
Q1 		$712K Buy
24,393
+1,925
+9% +$55.3K 0.02% 364
2014
Q4 		$701K Buy
22,468
+11,000
+96% +$311K 0.02% 333
2014
Q3 		$297K Buy
+11,468
New +$308K 0.01% 517

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

Zacks Investment Management's SRCE Position: Q1 2026 in Review

Zacks Investment Management sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 9,213 shares — an estimated $576K sold.

Zacks Investment Management first reported a position in SRCE in Q3 2014 and held it in 39 quarters. The position peaked at $2.47M in Q2 2018. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Zacks Investment Management reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 9,213 1st Source shares in Q1 2026, an estimated $576K.
  • Zacks Investment Management first reported a position in 1st Source in Q3 2014 and held it in 39 quarters.
  • Zacks Investment Management's 1st Source position peaked at $2.47M in Q2 2018.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.