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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
Q2 		$3.93M Sell
48,189
-3,573
-7% -$267K 0.52% 100
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 $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Dean Investment Associates's SRCE Position: Q2 2026 in Review

Dean Investment Associates reduced its 1st Source (SRCE) stake by 6.9% in Q2 2026, selling an estimated $267K and leaving 48,189 shares worth $3.93M. The position accounts for 0.52% of the portfolio, ranked #100.

Dean Investment Associates first reported a position in SRCE in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.19M in Q4 2023. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Dean Investment Associates held 48,189 shares of 1st Source worth $3.93M as of Q2 2026.
  • Dean Investment Associates sold 3,573 1st Source shares in Q2 2026, an estimated $267K.
  • 1st Source made up 0.52% of Dean Investment Associates's portfolio in Q2 2026, its #100 holding.
  • Dean Investment Associates first reported a position in 1st Source in Q2 2023 and has held it in 13 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 Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.