13F filer

1st Source Bank

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 356264 SEC filings ↗
13F Value
$2.21B
Positions
289
Top Position
SRCE18.9%
Top 5
51.2%

Latest filing changes

vs Mar 31, 2026
Holdings289
# Trend (4Q)
1 SRCE 18.9% $416.9M -1.3% 5.11M 18.5% Common Stock
2 IWF 13.4% $295.1M +5.0% 2.38M 12.4% ETF
3 SPY 8.3% $184.0M +4.5% 246.4K 7.9% ETF
4 IWD 6.9% $153.3M +1.7% 632.3K 6.9% ETF
5 EMXC 3.6% $80.4M -0.2% 786.1K 3.2% ETF
6 SDY 2.9% $64.7M -5.6% 424.9K 3.4% ETF
7 EFA 2.6% $57.5M +10.3% 553.1K 2.5% ETF
8 VEA 2.0% $43.9M +2.6% 616.4K 2.0% ETF
9 AAPL 1.7% $38.6M -0.2% 133.3K 1.7% Common Stock
10 IJH 1.7% $37.0M +9.2% 479.3K 1.5% ETF
11 LLY 1.7% $36.8M -0.2% 30.7K 1.5% Common Stock
12 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 94,605 reported quantity $33,808,989 reported value
1.5% $33.8M -1.1% 94.6K 1.4% Common Stock
13 IJR 1.5% $32.9M +3.9% 221.8K 1.4% ETF
14 IWM 1.3% $29.1M +3.9% 96.8K 1.2% ETF
15 MSFT 1.3% $28.9M -1.4% 77.4K 1.5% Common Stock
16 MDY 1.2% $25.4M +0.6% 36.2K 1.1% ETF
17 JPM 0.9% $20.9M -0.2% 64.0K 1.0% Common Stock
18 AMZN 0.9% $19.5M -0.2% 81.8K 0.9% Common Stock
19 GOOG 0.8% $17.5M -1.6% 49.4K 0.7% Common Stock
20 JNJ 0.7% $16.2M -2.5% 64.0K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing18
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.