AIM
SRCE icon

AMI Investment Management’s 1st Source SRCE Stock Holding History

AMI Investment Management’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
Q2 		$281K Hold
3,440
– – 0.06% 70
2026
Q1 		$238K Hold
3,440
– – 0.05% 69
2025
Q4 		$215K Hold
3,440
– – 0.05% 69
2025
Q3 		$212K Hold
3,440
– – 0.05% 67
2025
Q2 		$214K Hold
3,440
– – 0.06% 66
2025
Q1 		$206K Hold
3,440
– – 0.07% 65
2024
Q4 		$201K Hold
3,440
– – 0.07% 65
2024
Q3 		$206K Buy
+3,440
New +$203K 0.07% 66

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AMI Investment Management's SRCE Position: Q2 2026 in Review

AMI Investment Management held its 1st Source (SRCE) position steady in Q2 2026 at 3,440 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #70.

AMI Investment Management first reported a position in SRCE in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • AMI Investment Management held 3,440 shares of 1st Source worth $281K as of Q2 2026.
  • AMI Investment Management left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up 0.06% of AMI Investment Management's portfolio in Q2 2026, its #70 holding.
  • AMI Investment Management first reported a position in 1st Source in Q3 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.