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
Q2 		– Sell
-625
Closed -$43.3K – 4437
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 $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

Northwestern Mutual Wealth Management's SRCE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 625 shares — an estimated $43.3K sold.

Northwestern Mutual Wealth Management first reported a position in SRCE in Q1 2014 and held it in 22 quarters. The position peaked at $62K in Q4 2021. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 625 1st Source shares in Q2 2026, an estimated $43.3K.
  • Northwestern Mutual Wealth Management first reported a position in 1st Source in Q1 2014 and held it in 22 quarters.
  • 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 Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.