Amalgamated Bank’s 1st Source SRCE Stock Holding History

Amalgamated Bank’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	-582	Closed	-$36K	–	2661
2025 Q4	$36K	Sell	582 -53	-8%	-$3.28K	﹤0.01%	1920
2025 Q3	$39K	Hold	635	–	–	﹤0.01%	1914
2025 Q2	$39K	Hold	635	–	–	﹤0.01%	1898
2025 Q1	$38K	Buy	635 +52	+9%	+$3.21K	﹤0.01%	1865
2024 Q4	$34K	Hold	583	–	–	﹤0.01%	1944
2024 Q3	$35K	Hold	583	–	–	﹤0.01%	1952
2024 Q2	$31K	Hold	583	–	–	﹤0.01%	1982
2024 Q1	$31K	Sell	583 -893	-61%	-$45.8K	﹤0.01%	1998
2023 Q4	$81K	Sell	1,476 -173	-10%	-$8.3K	﹤0.01%	2071
2023 Q3	$69K	Hold	1,649	–	–	﹤0.01%	2126
2023 Q2	$69K	Sell	1,649 -49	-3%	-$2.11K	﹤0.01%	2195
2023 Q1	$73K	Sell	1,698 -423	-20%	-$20.7K	﹤0.01%	2162
2022 Q4	$113K	Buy	2,121 +48	+2%	+$2.62K	﹤0.01%	2092
2022 Q3	$96K	Hold	2,073	–	–	﹤0.01%	2166
2022 Q2	$94K	Buy	2,073 +36	+2%	+$1.62K	﹤0.01%	2189
2022 Q1	$94K	Buy	+2,037	New	+$101K	﹤0.01%	2219

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amalgamated Bank's SRCE Position: Q1 2026 in Review

Amalgamated Bank sold out of 1st Source (SRCE) in Q1 2026, closing a stake of 582 shares — an estimated $36K sold.

Amalgamated Bank first reported a position in SRCE in Q1 2022 and held it in 16 quarters. The position peaked at $113K in Q4 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Amalgamated Bank reported no remaining 1st Source position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 582 1st Source shares in Q1 2026, an estimated $36K.
Amalgamated Bank first reported a position in 1st Source in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's 1st Source position peaked at $113K in Q4 2022.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.