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Midwest Trust’s 1st Source SRCE Stock Holding History

Midwest Trust’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 		$870K Sell
10,659
-178
-2% -$13.3K 0.01% 371
2026
Q1 		$750K Sell
10,837
-450
-4% -$30.3K 0.01% 376
2025
Q4 		$705K Sell
11,287
-1,060
-9% -$65.6K 0.01% 382
2025
Q3 		$760K Sell
12,347
-131
-1% -$8.22K 0.01% 371
2025
Q2 		$775K Buy
+12,478
New +$742K 0.01% 373

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

Midwest Trust's SRCE Position: Q2 2026 in Review

Midwest Trust reduced its 1st Source (SRCE) stake by 1.6% in Q2 2026, selling an estimated $13.3K and leaving 10,659 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #371.

Midwest Trust first reported a position in SRCE in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Midwest Trust held 10,659 shares of 1st Source worth $870K as of Q2 2026.
  • Midwest Trust sold 178 1st Source shares in Q2 2026, an estimated $13.3K.
  • 1st Source made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #371 holding.
  • Midwest Trust first reported a position in 1st Source in Q2 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.