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Amalgamated Financial’s 1st Source SRCE Stock Holding History

Amalgamated Financial’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
2022
Q1 		$94K Buy
+2,037
New +$101K ﹤0.01% 2171

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amalgamated Financial's SRCE Position: Q1 2022 in Review

Amalgamated Financial opened a new position in 1st Source (SRCE) in Q1 2022: 2,037 shares worth $94K. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings.

135 funds tracked by Wall St. Rank hold SRCE as of Q1 2022.

  • Amalgamated Financial held 2,037 shares of 1st Source worth $94K as of Q1 2022.
  • 1st Source was a new Amalgamated Financial position in Q1 2022.
  • 1st Source made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2171 holding.
  • 135 funds tracked by Wall St. Rank held 1st Source as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.