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 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 $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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Monetary Management Group's SRCE Position: Q1 2026 in Review

Monetary Management Group opened a new position in 1st Source (SRCE) in Q1 2026: 202 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Monetary Management Group previously reported a position in SRCE as recently as Q4 2022.

Monetary Management Group first reported a position in SRCE in Q2 2017 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

Monetary Management Group held 202 shares of 1st Source worth $14K as of Q1 2026.
1st Source was a new Monetary Management Group position in Q1 2026.
1st Source made up ﹤0.01% of Monetary Management Group's portfolio in Q1 2026, its #317 holding.
Monetary Management Group first reported a position in 1st Source in Q2 2017 and has held it in 12 quarters since.
205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.