Institutional Fund
1st Source Bank
South Bend, INCIK 3562645 filings on record
Portfolio Value
$1.94B
Q1 2026
Holdings
286
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+1.7%
from $1.91B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- 1st Source Corp18.5%
- Ishares Tr12.4%
- Spdr S&P 500 ETF Tr7.9%
- Ishares Tr6.9%
- Spdr Series Trust3.4%
- Ishares Inc3.2%
- Other47.7%
Portfolio Holdings
286 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | 1st Source Corp | 5.18M | $358.45M | 18.5% | +9.9K | Added |
| 2 | Ishares Tr | 565.7K | $241.22M | 12.4% | +375 | Added |
| 3 | Spdr S&P 500 ETF Tr | 235.9K | $153.40M | 7.9% | +26.2K | Added |
| 4 | Ishares Tr | 621.9K | $132.88M | 6.9% | +11.7K | Added |
| 5 | Spdr Series Trust | 450.0K | $65.68M | 3.4% | −35.4K | Reduced |
| 6 | Ishares Inc | 787.8K | $61.97M | 3.2% | +65.0K | Added |
| 7 | Ishares Tr | 501.2K | $48.69M | 2.5% | +36.1K | Added |
| 8 | Vanguard Tax-Managed Fds | 600.7K | $38.49M | 2.0% | +33.0K | Added |
| 9 | Apple Inc | 133.6K | $33.91M | 1.7% | −513 | Reduced |
| 10 | Ishares Tr | 438.8K | $29.63M | 1.5% | +45.8K | Added |
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