Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s 1st Source SRCE Stock Holding History

Northwestern Mutual Wealth 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 		$43.3K Hold
625
– – ﹤0.01% 2490
2025
Q4 		$39.1K Hold
625
– – ﹤0.01% 2502
2025
Q3 		$38.5K Hold
625
– – ﹤0.01% 2441
2025
Q2 		$38.8K Hold
625
– – ﹤0.01% 2359
2025
Q1 		$37.4K Hold
625
– – ﹤0.01% 2279
2024
Q4 		$36.5K Hold
625
– – ﹤0.01% 2298
2024
Q3 		$37.4K Hold
625
– – ﹤0.01% 2262
2024
Q2 		$33.5K Hold
625
– – ﹤0.01% 2230
2024
Q1 		$32.8K Hold
625
– – ﹤0.01% 2247
2023
Q4 		$34.3K Hold
625
– – ﹤0.01% 2201
2023
Q3 		$26.3K Hold
625
– – ﹤0.01% 2216
2023
Q2 		$26.2K Hold
625
– – ﹤0.01% 2217
2023
Q1 		$27K Hold
625
– – ﹤0.01% 2158
2022
Q4 		$33.2K Hold
625
– – ﹤0.01% 2056
2022
Q3 		$29K Hold
625
– – ﹤0.01% 2074
2022
Q2 		$28K Hold
625
– – ﹤0.01% 2111
2022
Q1 		$29K Sell
625
-625
-50% -$30.9K ﹤0.01% 2153
2021
Q4 		$62K Hold
1,250
– – ﹤0.01% 1897
2021
Q3 		$59K Hold
1,250
– – ﹤0.01% 1844
2021
Q2 		$58K Buy
+1,250
New +$59.9K ﹤0.01% 1806
2017
Q1 		– Sell
-13
Closed -$1K – 2369
2016
Q4 		$1K Buy
+13
New +$502 ﹤0.01% 2232
2014
Q2 		– Sell
-1,085
Closed -$32K – 1375
2014
Q1 		$32K Buy
+1,085
New +$30.6K ﹤0.01% 671

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

Northwestern Mutual Wealth Management's SRCE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its 1st Source (SRCE) position steady in Q1 2026 at 625 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Northwestern Mutual Wealth Management first reported a position in SRCE in Q1 2014 and has held it in 22 quarters since. The position peaked at $62K in Q4 2021. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Northwestern Mutual Wealth Management held 625 shares of 1st Source worth $43.3K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its 1st Source share count unchanged in Q1 2026.
  • 1st Source made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2490 holding.
  • Northwestern Mutual Wealth Management first reported a position in 1st Source in Q1 2014 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's 1st Source position peaked at $62K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.