MAM
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Martingale Asset Management’s 1st Source SRCE Stock Holding History

Martingale Asset 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
Q1 		$1.69M Sell
24,415
-13,117
-35% -$884K 0.04% 380
2025
Q4 		$2.35M Sell
37,532
-5,191
-12% -$321K 0.06% 283
2025
Q3 		$2.63M Buy
42,723
+60
+0.1% +$3.76K 0.07% 253
2025
Q2 		$2.65M Buy
42,663
+1,032
+2% +$61.4K 0.07% 246
2025
Q1 		$2.49M Sell
41,631
-2,411
-5% -$149K 0.06% 247
2024
Q4 		$2.57M Buy
44,042
+3,719
+9% +$230K 0.06% 248
2024
Q3 		$2.41M Buy
40,323
+2,760
+7% +$163K 0.06% 268
2024
Q2 		$2.01M Buy
37,563
+619
+2% +$31.3K 0.04% 298
2024
Q1 		$1.94M Buy
36,944
+6,411
+21% +$329K 0.04% 306
2023
Q4 		$1.68M Buy
30,533
+9,084
+42% +$436K 0.03% 327
2023
Q3 		$903K Buy
21,449
+2,807
+15% +$125K 0.02% 464
2023
Q2 		$782K Sell
18,642
-5,400
-22% -$232K 0.02% 514
2023
Q1 		$1.04M Buy
24,042
+5,820
+32% +$284K 0.02% 436
2022
Q4 		$967K Sell
18,222
-35
-0.2% -$1.91K 0.02% 465
2022
Q3 		$847K Buy
18,257
+39
+0.2% +$1.85K 0.02% 487
2022
Q2 		$828K Buy
18,218
+992
+6% +$44.7K 0.02% 515
2022
Q1 		$798K Buy
17,226
+1,320
+8% +$65.2K 0.01% 540
2021
Q4 		$790K Buy
15,906
+1,600
+11% +$77.8K 0.01% 551
2021
Q3 		$676K Buy
14,306
+9,000
+170% +$410K 0.01% 593
2021
Q2 		$247K Buy
5,306
+100
+2% +$4.79K ﹤0.01% 760
2021
Q1 		$248K Sell
5,206
-206
-4% -$9.16K ﹤0.01% 780
2020
Q4 		$220K Sell
5,412
-37,216
-87% -$1.36M ﹤0.01% 821
2020
Q3 		$1.32M Sell
42,628
-49,200
-54% -$1.66M 0.02% 552
2020
Q2 		$3.27M Sell
91,828
-25,716
-22% -$852K 0.04% 406
2020
Q1 		$3.81M Buy
117,544
+16,910
+17% +$731K 0.05% 354
2019
Q4 		$5.22M Buy
100,634
+6,015
+6% +$302K 0.05% 373
2019
Q3 		$4.33M Buy
94,619
+13,300
+16% +$604K 0.04% 414
2019
Q2 		$3.77M Buy
81,319
+14,800
+22% +$678K 0.04% 448
2019
Q1 		$2.99M Buy
66,519
+9,992
+18% +$454K 0.03% 500
2018
Q4 		$2.28M Hold
56,527
– – 0.03% 510
2018
Q3 		$2.98M Buy
56,527
+500
+0.9% +$27.9K 0.03% 455
2018
Q2 		$2.99M Hold
56,027
– – 0.04% 436
2018
Q1 		$2.84M Sell
56,027
-2,300
-4% -$118K 0.04% 441
2017
Q4 		$2.88M Sell
58,327
-8,730
-13% -$443K 0.04% 435
2017
Q3 		$3.41M Sell
67,057
-2,000
-3% -$95.8K 0.05% 418
2017
Q2 		$3.31M Sell
69,057
-18,901
-21% -$893K 0.05% 406
2017
Q1 		$4.13M Sell
87,958
-9,014
-9% -$411K 0.06% 343
2016
Q4 		$4.33M Buy
96,972
+40,008
+70% +$1.55M 0.06% 350
2016
Q3 		$2.03M Buy
56,964
+23,566
+71% +$808K 0.03% 507
2016
Q2 		$1.08M Buy
33,398
+3,305
+11% +$109K 0.02% 479
2016
Q1 		$959K Sell
30,093
-7,056
-19% -$214K 0.02% 510
2015
Q4 		$1.15M Sell
37,149
-100
-0.3% -$3.2K 0.03% 441
2015
Q3 		$1.15M Sell
37,249
-4,905
-12% -$150K 0.03% 428
2015
Q2 		$1.31M Buy
42,154
+2,862
+7% +$84.5K 0.03% 428
2015
Q1 		$1.15M Buy
39,292
+7,161
+22% +$206K 0.03% 477
2014
Q4 		$1M Sell
32,131
-386
-1% -$10.9K 0.03% 528
2014
Q3 		$842K Buy
32,517
+8,915
+38% +$240K 0.03% 546
2014
Q2 		$657K Sell
23,602
-19,705
-46% -$552K 0.02% 625
2014
Q1 		$1.26M Buy
43,307
+4,507
+12% +$127K 0.04% 410
2013
Q4 		$1.13M Buy
38,800
+385
+1% +$10.7K 0.04% 493
2013
Q3 		$941K Hold
38,415
– – 0.03% 539
2013
Q2 		$830K Buy
+38,415
New +$835K 0.03% 576

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

Martingale Asset Management's SRCE Position: Q1 2026 in Review

Martingale Asset Management reduced its 1st Source (SRCE) stake by 35% in Q1 2026, selling an estimated $884K and leaving 24,415 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #380.

Martingale Asset Management first reported a position in SRCE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.22M in Q4 2019. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Martingale Asset Management held 24,415 shares of 1st Source worth $1.69M as of Q1 2026.
  • Martingale Asset Management sold 13,117 1st Source shares in Q1 2026, an estimated $884K.
  • 1st Source made up 0.04% of Martingale Asset Management's portfolio in Q1 2026, its #380 holding.
  • Martingale Asset Management first reported a position in 1st Source in Q2 2013 and has held it in 52 quarters since.
  • Martingale Asset Management's 1st Source position peaked at $5.22M in Q4 2019.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.