Maltese Capital Management’s 1st Source SRCE Stock Holding History

Maltese Capital 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
2025 Q2	–	Sell	-69,000	Closed	-$4.13M	–	130
2025 Q1	$4.13M	Buy	69,000 +3,108	+5%	+$192K	0.67%	54
2024 Q4	$3.85M	Buy	65,892 +1,100	+2%	+$68.1K	0.59%	56
2024 Q3	$3.88M	Buy	64,792 +16,615	+34%	+$979K	0.6%	56
2024 Q2	$2.58M	Buy	48,177 +25,477	+112%	+$1.29M	0.48%	56
2024 Q1	$1.19M	Buy	+22,700	New	+$1.16M	0.23%	74
2022 Q2	–	Sell	-12,246	Closed	-$567K	–	131
2022 Q1	$567K	Sell	12,246 -40,254	-77%	-$1.99M	0.11%	126
2021 Q4	$2.6M	Hold	52,500	–	–	0.43%	86
2021 Q3	$2.48M	Hold	52,500	–	–	0.43%	82
2021 Q2	$2.44M	Buy	52,500 +12,500	+31%	+$599K	0.39%	87
2021 Q1	$1.9M	Buy	+40,000	New	+$1.78M	0.25%	105
2016 Q2	–	Sell	-83,300	Closed	-$2.65M	–	212
2016 Q1	$2.65M	Sell	83,300 -211,700	-72%	-$6.43M	0.34%	96
2015 Q4	$9.11M	Buy	+295,000	New	+$9.45M	1.06%	24

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Maltese Capital Management's SRCE Position: Q2 2025 in Review

Maltese Capital Management sold out of 1st Source (SRCE) in Q2 2025, closing a stake of 69,000 shares — an estimated $4.13M sold.

Maltese Capital Management first reported a position in SRCE in Q4 2015 and held it in 12 quarters. The position peaked at $9.11M in Q4 2015. 193 funds tracked by Wall St. Rank hold SRCE as of Q2 2025.

Maltese Capital Management reported no remaining 1st Source position as of Q2 2025 after selling out during the quarter.
Maltese Capital Management sold 69,000 1st Source shares in Q2 2025, an estimated $4.13M.
Maltese Capital Management first reported a position in 1st Source in Q4 2015 and held it in 12 quarters.
Maltese Capital Management's 1st Source position peaked at $9.11M in Q4 2015.
193 funds tracked by Wall St. Rank held 1st Source as of Q2 2025.

Based on Maltese Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.