Position in SRCE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,934,002
+$184,159 QoQ
Shares Held
27,944
-0.2% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Values First Advisors, Inc. holds $2,255,828 across 2 Banks - Regional names. SRCE ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRCE |
1St Source Corp
This page
|
27,944 | $1,934,002 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
20,564 | $321,826 |
All Filings in SRCE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,934,002 | 27,944 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,749,843 | 28,002 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,791,393 | 29,100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,814,119 | 29,227 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,161,412 | 36,138 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,090,879 | 35,815 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,235,139 | 37,327 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,011,017 | 37,505 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,223,498 | 42,417 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,361,035 | 42,967 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,769,337 | 42,037 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,771,290 | 42,244 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,780,325 | 41,259 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,161,293 | 40,710 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,918,208 | 41,430 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,829,074 | 40,288 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,768,831 | 38,245 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,849,434 | 37,287 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $2,044,972 | 43,289 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $1,972,458 | 42,455 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $1,705,123 | 35,837 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $1,401,553 | 34,778 | Shares | Sole | 2022-11-15 | |
| 2020-09-30 | $1,076,623 | 34,910 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $1,212,281 | 34,072 | Shares | Sole | 2022-11-15 | |
| 2020-03-31 | $985,093 | 30,376 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||