CM Management’s 1st Source SRCE Stock Holding History

CM 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	$2.04M	Buy	25,000 +7,500	+43%	+$560K	1.3%	34
2026 Q1	$1.21M	Hold	17,500	–	–	1.01%	42
2025 Q4	$1.09M	Buy	+17,500	New	+$1.08M	0.92%	37
2022 Q1	–	Sell	-12,000	Closed	-$595K	–	84
2021 Q4	$595K	Hold	12,000	–	–	0.45%	67
2021 Q3	$567K	Hold	12,000	–	–	0.42%	69
2021 Q2	$558K	Hold	12,000	–	–	0.4%	73
2021 Q1	$571K	Hold	12,000	–	–	0.42%	71
2020 Q4	$484K	Buy	+12,000	New	+$438K	0.45%	59

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CM Management's SRCE Position: Q2 2026 in Review

CM Management increased its 1st Source (SRCE) stake by 43% in Q2 2026, buying an estimated $560K and bringing the position to 25,000 shares worth $2.04M. The position accounts for 1.3% of the portfolio, ranked #34.

CM Management first reported a position in SRCE in Q4 2020 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

CM Management held 25,000 shares of 1st Source worth $2.04M as of Q2 2026.
CM Management bought 7,500 1st Source shares in Q2 2026, an estimated $560K.
1st Source made up 1.3% of CM Management's portfolio in Q2 2026, its #34 holding.
CM Management first reported a position in 1st Source in Q4 2020 and has held it in 8 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on CM Management's 13F filing for Q2 2026, filed 13 Aug 2026.