IP
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Isthmus Partners’s 1st Source SRCE Stock Holding History

Isthmus Partners’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 		$3.87M Sell
55,931
-2,525
-4% -$170K 0.41% 58
2025
Q4 		$3.65M Buy
58,456
+139
+0.2% +$8.6K 0.41% 64
2025
Q3 		$3.59K Buy
58,317
+2,776
+5% +$174K ﹤0.01% 153
2025
Q2 		$3.45M Buy
55,541
+459
+0.8% +$27.3K 0.4% 65
2025
Q1 		$3.29M Buy
55,082
+433
+0.8% +$26.7K 0.41% 61
2024
Q4 		$3.19M Buy
54,649
+328
+0.6% +$20.3K 0.39% 67
2024
Q3 		$3.25M Sell
54,321
-12,599
-19% -$742K 0.39% 67
2024
Q2 		$3.59M Buy
66,920
+1,943
+3% +$98.4K 0.42% 69
2024
Q1 		$3.41M Buy
64,977
+18,976
+41% +$973K 0.39% 76
2023
Q4 		$2.53M Buy
46,001
+5,479
+14% +$263K 0.33% 69
2023
Q3 		$1.71M Buy
40,522
+1,422
+4% +$63.3K 0.25% 93
2023
Q2 		$1.64M Buy
39,100
+338
+0.9% +$14.5K 0.22% 95
2023
Q1 		$1.67M Buy
38,762
+1,857
+5% +$90.7K 0.24% 90
2022
Q4 		$1.96M Buy
36,905
+250
+0.7% +$13.6K 0.29% 75
2022
Q3 		$1.7M Buy
36,655
+2,124
+6% +$101K 0.29% 76
2022
Q2 		$1.57M Buy
34,531
+1,093
+3% +$49.3K 0.29% 79
2022
Q1 		$1.55M Buy
33,438
+1,911
+6% +$94.4K 0.25% 89
2021
Q4 		$1.56M Buy
31,527
+589
+2% +$28.7K 0.26% 90
2021
Q3 		$1.46M Buy
30,938
+486
+2% +$22.1K 0.27% 89
2021
Q2 		$1.42M Buy
30,452
+828
+3% +$39.7K 0.25% 91
2021
Q1 		$1.41M Buy
29,624
+888
+3% +$39.5K 0.26% 93
2020
Q4 		$1.16M Sell
28,736
-163
-0.6% -$5.96K 0.23% 96
2020
Q3 		$891K Buy
28,899
+2,128
+8% +$71.8K 0.21% 94
2020
Q2 		$953K Buy
26,771
+3,283
+14% +$109K 0.23% 86
2020
Q1 		$762K Sell
23,488
-1,685
-7% -$72.9K 0.23% 81
2019
Q4 		$1.31M Buy
25,173
+165
+0.7% +$8.29K 0.3% 71
2019
Q3 		$1.14M Buy
25,008
+1,227
+5% +$55.7K 0.27% 81
2019
Q2 		$1.1M Buy
23,781
+381
+2% +$17.5K 0.26% 79
2019
Q1 		$1.05M Buy
23,400
+667
+3% +$30.3K 0.26% 77
2018
Q4 		$917K Buy
22,733
+2,553
+13% +$119K 0.28% 77
2018
Q3 		$1.06M Buy
20,180
+218
+1% +$12.2K 0.27% 68
2018
Q2 		$1.07M Buy
19,962
+283
+1% +$15.1K 0.28% 70
2018
Q1 		$996K Buy
19,679
+347
+2% +$17.8K 0.27% 67
2017
Q4 		$956K Sell
19,332
-72
-0.4% -$3.66K 0.26% 67
2017
Q3 		$986K Sell
19,404
-68
-0.3% -$3.26K 0.28% 63
2017
Q2 		$933K Sell
19,472
-750
-4% -$35.4K 0.27% 63
2017
Q1 		$949K Sell
20,222
-235
-1% -$10.7K 0.28% 57
2016
Q4 		$914K Sell
20,457
-895
-4% -$34.6K 0.28% 61
2016
Q3 		$753K Buy
21,352
+199
+0.9% +$6.82K 0.24% 72
2016
Q2 		$685K Sell
21,153
-548
-3% -$18.1K 0.23% 72
2016
Q1 		$691K Buy
21,701
+25
+0.1% +$760 0.23% 70
2015
Q4 		$669K Buy
21,676
+933
+4% +$29.9K 0.23% 71
2015
Q3 		$639K Buy
20,743
+4
+0% +$122 0.23% 69
2015
Q2 		$643K Buy
20,739
+700
+3% +$20.7K 0.21% 73
2015
Q1 		$585K Buy
20,039
+508
+3% +$14.6K 0.2% 80
2014
Q4 		$609K Buy
+19,531
New +$552K 0.21% 68

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Isthmus Partners's SRCE Position: Q1 2026 in Review

Isthmus Partners reduced its 1st Source (SRCE) stake by 4.3% in Q1 2026, selling an estimated $170K and leaving 55,931 shares worth $3.87M. The position accounts for 0.41% of the portfolio, ranked #58.

Isthmus Partners first reported a position in SRCE in Q4 2014 and has held it in 46 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Isthmus Partners held 55,931 shares of 1st Source worth $3.87M as of Q1 2026.
  • Isthmus Partners sold 2,525 1st Source shares in Q1 2026, an estimated $170K.
  • 1st Source made up 0.41% of Isthmus Partners's portfolio in Q1 2026, its #58 holding.
  • Isthmus Partners first reported a position in 1st Source in Q4 2014 and has held it in 46 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Isthmus Partners's 13F filing for Q1 2026, filed 30 Apr 2026.