Dean Investment Associates’s 1st Source SRCE Stock Holding History

Dean Investment Associates’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	$3.58M	Buy	51,762 +3,726	+8%	+$251K	0.5%	106
2025 Q4	$3M	Buy	48,036 +6,821	+17%	+$422K	0.43%	114
2025 Q3	$2.54M	Sell	41,215 -11,266	-21%	-$707K	0.36%	133
2025 Q2	$3.26M	Sell	52,481 -8,906	-15%	-$530K	0.48%	98
2025 Q1	$3.67M	Buy	61,387 +1,499	+3%	+$92.5K	0.54%	69
2024 Q4	$3.5M	Buy	59,888 +849	+1%	+$52.5K	0.5%	75
2024 Q3	$3.54M	Sell	59,039 -14,739	-20%	-$868K	0.48%	82
2024 Q2	$3.96M	Sell	73,778 -5,713	-7%	-$289K	0.56%	67
2024 Q1	$4.17M	Buy	79,491 +3,245	+4%	+$166K	0.57%	74
2023 Q4	$4.19M	Buy	76,246 +14,513	+24%	+$696K	0.6%	62
2023 Q3	$2.6M	Buy	61,733 +2,506	+4%	+$112K	0.43%	93
2023 Q2	$2.48M	Buy	+59,227	New	+$2.55M	0.4%	91

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

Dean Investment Associates's SRCE Position: Q1 2026 in Review

Dean Investment Associates increased its 1st Source (SRCE) stake by 7.8% in Q1 2026, buying an estimated $251K and bringing the position to 51,762 shares worth $3.58M. The position accounts for 0.5% of the portfolio, ranked #106.

Dean Investment Associates first reported a position in SRCE in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.19M in Q4 2023. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Dean Investment Associates held 51,762 shares of 1st Source worth $3.58M as of Q1 2026.
Dean Investment Associates bought 3,726 1st Source shares in Q1 2026, an estimated $251K.
1st Source made up 0.5% of Dean Investment Associates's portfolio in Q1 2026, its #106 holding.
Dean Investment Associates first reported a position in 1st Source in Q2 2023 and has held it in 12 quarters since.
Dean Investment Associates's 1st Source position peaked at $4.19M in Q4 2023.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.