account_balance

Investment manager · 13F filer · SEC CIK 356264

1st Source Bank

Reported value$2.27Bas of Sep 30, 2026
Positions294 15 new, 10 sold out
Top 10 weight62.7%SRCE alone is 19%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SRCE 1st Source Corp 19.0% Held
IWF iShares Tr 13.7% Added +5%
SPY SPDR S&P 500 ETF Trust 8.6% Added +4%
IWD iShares Tr 6.8% Held
EMXC iShares Inc 3.5% Held
SDY SPDR Series Trust 2.7% Held
EFA iShares Tr 2.6% Added +5%
VEA Vanguard Tax-Managed FDS 2.0% Added +4%
AAPL Apple Inc. 2.0% HeldMSFT Microsoft Corp 1.7% Held
IJH iShares Tr 1.6% Added +8%
LLY ELI Lilly & Co 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • DAUG +929%
  • VWO +51%
  • AVLV +42%
  • GLD +22%
arrow_downwardTrimmed
remove_circleSold out
  • XOM $8.29M
  • DNOV $3.76M
  • DJAN $1.21M
  • FITB $277K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast