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1st Source Bank
1st Source Bank, founded in 1863 and headquartered in South Bend, Indiana, is the principal subsidiary of 1st Source Corporation, operating as the largest locally controlled financial institution in northern Indiana and southwest Michigan. The firm offers a full range of consumer and commercial banking services, specialty finance for equipment, aircraft, and vehicles, and wealth management and insurance products. It serves individuals, families, small businesses, corporations, non-profits, and municipalities through more than 79 branches and multiple specialty finance and wealth management locations, employing a staff size likely in the low thousands.
Investment Strategy
1st Source Bank's investment strategy emphasizes personalized, holistic financial planning, portfolio management, and specialized services tailored to each client's goals, circumstances, and risk tolerance. The wealth management arm offers asset allocation, retirement, education, and tax-efficient investing for individuals and families, as well as portfolio management for corporations and institutions. They focus on creating diversified portfolios using stocks, bonds, mutual funds, and alternative investments, with an emphasis on long-term financial security and client-centered service.
Latest 13F Filing Activity
1st Source Bank filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, 1st Source Corp., SPDR S&P 500 Etf TR among other positions. 1st Source Bank reduced exposure to Apple Inc., First TR Exchng Traded FD VI, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SRCE | 1ST SOURCE CORP | 17.77% | $322.3M | 5,191,814 | $27.90 | $62.07 | +$11.5M |
I IWF | ISHARES TR | 13.20% | $239.3M | 563,612 | $118.83 | $424.58 | +$31.6M |
I IWD | ISHARES TR | 7.26% | $131.6M | 677,377 | $124.37 | $194.23 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 6.27% | $113.7M | 183,996 | $272.88 | $617.85 | +$11.3M |
S SDY | SPDR SERIES TRUST | 5.47% | $99.2M | 731,200 | $95.38 | $135.73 | -$832.3K |
Industry Allocation
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