StockDriftsStockDriftsTop 50 1st Source Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRCE | 1ST SOURCE CORP | 18.9% | 5.11M | $416.9M | -1.32%(-68.30K) | $20.54(+331.39%) | 2026-06-30 | |
| IWF | ISHARES TR | 13.37% | 2.38M | $295.1M | +5.01%(+113.47K) | $34.07(+262.17%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.34% | 246.4K | $184.0M | +4.48%(+10.56K) | $372.88(+107.93%) | 2026-06-30 | |
| IWD | ISHARES TR | 6.95% | 632.3K | $153.3M | +1.68%(+10.46K) | $103.68(+148.20%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.65% | 786.1K | $80.4M | -0.21%(-1.67K) | $52.30(+90.11%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.93% | 424.9K | $64.7M | -5.59%(-25.15K) | $93.56(+68.13%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.6% | 553.1K | $57.5M | +10.35%(+51.87K) | $70.14(+54.91%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.99% | 616.4K | $43.9M | +2.61%(+15.71K) | $41.76(+77.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.75% | 133.3K | $38.6M | -0.22%(-297) | $34.19(+793.30%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.68% | 479.3K | $37.0M | +9.24%(+40.53K) | $49.63(+58.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.26% | +69.62% | +10.16% | +62.24% |
| Top 20 Holdings Unweighted | +17.46% | +62.05% | +9.66% | +58.60% |
1st Source Bank reports $2.21B in US-listed equity holdings across 289 positions in its most recent 13F filing. Its largest disclosed positions are SRCE (18.9%), IWF (13.4%) and SPY (8.3%). The top 20 holdings account for 73.99% of reported assets. Its disclosed equity book has returned +69.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 1st Source Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 356264). View 1st Source Bank’s 13F filings on SEC