Indiana Trust & Investment Management’s 1st Source SRCE Stock Holding History

Indiana Trust & 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	$2.3M	Buy	28,231 +2,037	+8%	+$152K	0.63%	31
2026 Q1	$1.81M	Sell	26,194 -965	-4%	-$65K	0.56%	34
2025 Q4	$1.7M	Sell	27,159 -7,063	-21%	-$437K	0.5%	38
2025 Q3	$2.11M	Sell	34,222 -2,319	-6%	-$145K	0.64%	29
2025 Q2	$2.27M	Sell	36,541 -886	-2%	-$52.7K	0.75%	23
2025 Q1	$2.24M	Sell	37,427 -8,528	-19%	-$526K	0.81%	22
2024 Q4	$2.68M	Sell	45,955 -550	-1%	-$34K	0.91%	19
2024 Q3	$2.78M	Sell	46,505 -2,250	-5%	-$133K	0.95%	20
2024 Q2	$2.61M	Sell	48,755 -1,277	-3%	-$64.7K	0.96%	19
2024 Q1	$2.62M	Buy	50,032 +5,444	+12%	+$279K	1.06%	18
2023 Q4	$2.45M	Buy	44,588 +18,187	+69%	+$872K	1.11%	17
2023 Q3	$1.11M	Sell	26,401 -892	-3%	-$39.7K	0.56%	45
2023 Q2	$1.14M	Hold	27,293	–	–	0.58%	36
2023 Q1	$1.18M	Hold	27,293	–	–	0.64%	32
2022 Q4	$1.45K	Sell	27,293 -1,580	-5%	-$86.1K	0.82%	29
2022 Q3	$1.34M	Sell	28,873 -290	-1%	-$13.8K	0.81%	26
2022 Q2	$1.32M	Hold	29,163	–	–	0.74%	31
2022 Q1	$1.35M	Sell	29,163 -5,000	-15%	-$247K	0.65%	33
2021 Q4	$1.69M	Sell	34,163 -296	-0.9%	-$14.4K	0.78%	29
2021 Q3	$1.63M	Sell	34,459 -25,593	-43%	-$1.17M	0.82%	28
2021 Q2	$2.42M	Buy	60,052 +24,301	+68%	+$1.16M	1.33%	15
2021 Q1	$1.7M	Sell	35,751 -24,301	-40%	-$1.08M	0.91%	27
2020 Q4	$2.42M	Sell	60,052 -6,376	-10%	-$233K	1.33%	15
2020 Q3	$2.05M	Sell	66,428 -19,450	-23%	-$656K	1.22%	18
2020 Q2	$3.06M	Hold	85,878	–	–	1.89%	12
2020 Q1	$2.79M	Sell	85,878 -500	-0.6%	-$21.6K	1.98%	10
2019 Q4	$4.48M	Buy	86,378 +4,087	+5%	+$205K	2.5%	9
2019 Q3	$3.76M	Buy	82,291 +31,732	+63%	+$1.44M	2.11%	10
2019 Q2	$2.35M	Buy	50,559 +40	+0.1%	+$1.83K	1.29%	13
2019 Q1	$2.27M	Sell	50,519 -1,319	-3%	-$60K	1.17%	18
2018 Q4	$2.09M	Hold	51,838	–	–	1.17%	19
2018 Q3	$2.73M	Sell	51,838 -2,082	-4%	-$116K	1.25%	15
2018 Q2	$2.88M	Sell	53,920 -1,012	-2%	-$54K	1.37%	14
2018 Q1	$2.78M	Sell	54,932 -1,900	-3%	-$97.5K	1.29%	16
2017 Q4	$2.81M	Hold	56,832	–	–	1.3%	16
2017 Q3	$2.89M	Sell	56,832 -73	-0.1%	-$3.5K	1.39%	14
2017 Q2	$2.73M	Buy	56,905 +696	+1%	+$32.9K	1.34%	16
2017 Q1	$2.64M	Sell	56,209 -5,269	-9%	-$240K	1.32%	18
2016 Q4	$2.75M	Sell	61,478 -2,050	-3%	-$79.2K	1.42%	17
2016 Q3	$2.27M	Sell	63,528 -950	-1%	-$32.6K	1.13%	21
2016 Q2	$2.09M	Sell	64,478 -2,415	-4%	-$79.9K	1.05%	22
2016 Q1	$2.13M	Sell	66,893 -14,803	-18%	-$450K	1.12%	22
2015 Q4	$2.8M	Buy	81,696 +14,211	+21%	+$455K	1.46%	11
2015 Q3	$2.08M	Sell	67,485 -14,082	-17%	-$431K	1.19%	19
2015 Q2	$2.53M	Sell	81,567 -4,449	-5%	-$131K	1.31%	16
2015 Q1	$2.51M	Sell	86,016 -3,850	-4%	-$111K	1.27%	15
2014 Q4	$2.8M	Sell	89,866 -5,016	-5%	-$142K	1.46%	11
2014 Q3	$2.46M	Sell	94,882 -587	-0.6%	-$15.8K	1.29%	15
2014 Q2	$2.66M	Sell	95,469 -462	-0.5%	-$12.9K	1.54%	12
2014 Q1	$2.8M	Sell	95,931 -5,880	-6%	-$166K	1.74%	9
2013 Q4	$2.96M	Sell	101,811 -3,778	-4%	-$105K	1.68%	8
2013 Q3	$2.58M	Buy	105,589 +147	+0.1%	+$3.58K	1.56%	8
2013 Q2	$2.28M	Buy	+105,442	New	+$2.29M	1.88%	14

Other funds holding SRCE

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Indiana Trust & Investment Management's SRCE Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its 1st Source (SRCE) stake by 7.8% in Q2 2026, buying an estimated $152K and bringing the position to 28,231 shares worth $2.3M. The position accounts for 0.63% of the portfolio, ranked #31.

Indiana Trust & Investment Management first reported a position in SRCE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.48M in Q4 2019. 46 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Indiana Trust & Investment Management held 28,231 shares of 1st Source worth $2.3M as of Q2 2026.
Indiana Trust & Investment Management bought 2,037 1st Source shares in Q2 2026, an estimated $152K.
1st Source made up 0.63% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #31 holding.
Indiana Trust & Investment Management first reported a position in 1st Source in Q2 2013 and has held it in 53 quarters since.
Indiana Trust & Investment Management's 1st Source position peaked at $4.48M in Q4 2019.
46 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.