Monetary Management Group’s 1st Source SRCE Stock Holding History

Monetary Management Group’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	$16.5K	Hold	202	–	–	﹤0.01%	320
2026 Q1	$14K	Buy	+202	New	+$13.6K	﹤0.01%	317
2023 Q1	–	Sell	-202	Closed	-$10.7K	–	345
2022 Q4	$10.7K	Buy	+202	New	+$11K	﹤0.01%	332
2022 Q2	–	Sell	-202	Closed	-$9K	–	357
2022 Q1	$9K	Hold	202	–	–	﹤0.01%	346
2021 Q4	$10K	Hold	202	–	–	﹤0.01%	343
2021 Q3	$10K	Hold	202	–	–	﹤0.01%	327
2021 Q2	$9K	Buy	+202	New	+$9.68K	﹤0.01%	307
2020 Q1	–	Sell	-202	Closed	-$10K	–	298
2019 Q4	$10K	Buy	+202	New	+$10.2K	﹤0.01%	291
2019 Q1	–	Sell	-202	Closed	-$8K	–	304
2018 Q4	$8K	Hold	202	–	–	﹤0.01%	281
2018 Q3	$11K	Hold	202	–	–	﹤0.01%	294
2018 Q2	$11K	Hold	202	–	–	﹤0.01%	301
2018 Q1	$10K	Buy	+202	New	+$10.4K	﹤0.01%	306
2017 Q3	–	Sell	-202	Closed	-$10K	–	311
2017 Q2	$10K	Buy	+202	New	+$9.54K	﹤0.01%	297

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Monetary Management Group's SRCE Position: Q2 2026 in Review

Monetary Management Group held its 1st Source (SRCE) position steady in Q2 2026 at 202 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Monetary Management Group first reported a position in SRCE in Q2 2017 and has held it in 13 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

Monetary Management Group held 202 shares of 1st Source worth $16.5K as of Q2 2026.
Monetary Management Group left its 1st Source share count unchanged in Q2 2026.
1st Source made up ﹤0.01% of Monetary Management Group's portfolio in Q2 2026, its #320 holding.
Monetary Management Group first reported a position in 1st Source in Q2 2017 and has held it in 13 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.