Arkolith/Funds/1ST Source Bank

1ST Source Bank

CIK 356264Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

1ST Source Bank holds a focused book of 289 stocks worth $2.2B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed 1ST Source Corp. Their largest long position is 1ST Source Corp at 19% of the equity book.

Opened
26
bought for the first time
Added to
72
already held, bought more
Trimmed
155
sold some, still holds it
Sold out
18
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
62%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Financials
23%
Information Technology
11%
Health Care
5%
Consumer Discretionary
4%
Industrials
3%
Energy
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 1ST Source Bank

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$654.2B
JPMORGAN CHASE & CO80 / 80$592.5B
ROYAL BANK OF CANADA80 / 80$181.7B
RAYMOND JAMES FINANCIAL INC80 / 80$95.8B
LPL Financial LLC80 / 80$83.1B
ENVESTNET ASSET MANAGEMENT INC80 / 80$73.7B
JONES FINANCIAL COMPANIES LLLP80 / 80$31.4B
TRUIST FINANCIAL CORP80 / 80$25.7B

Ranked by the share of each fund's own book sitting in the names it shares with 1ST Source Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

289 positions
#SecurityValueShares% PortLast moveHistory
11ST Source Corp
COM
$416.9M5.11M
18.9%
▼−1.3%
Reduced · −68K sh
2Ishares TR
RUS 1000 GRW ETF
$295.1M2.38M
13.4%
▲+320%
Added · +1.8M sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$184.0M246.4K
8.3%
▲+4.5%
Added · +11K sh
4Ishares TR
RUS 1000 VAL ETF
$153.3M632.3K
6.9%
▲+1.7%
Added · +10K sh
5Ishares Inc
MSCI EMRG CHN
$80.4M786.1K
3.6%
▼−0.2%
Reduced · −2K sh
6SPDR Series Trust
STATE STREET SPD
$64.7M424.9K
2.9%
▼−5.6%
Reduced · −25K sh
7Ishares TR
MSCI EAFE ETF
$57.5M553.1K
2.6%
▲+10%
Added · +52K sh
8Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$43.9M616.4K
2.0%
▲+2.6%
Added · +16K sh
9Apple Inc
COM
$38.6M133.3K
1.7%
▼−0.2%
Reduced · −297 sh
10Ishares TR
CORE S&P MCP ETF
$37.0M479.3K
1.7%
▲+9.2%
Added · +41K sh
11Eli Lilly & Co
COM
$36.8M30.7K
1.7%
▼−0.2%
Reduced · −57 sh
12Alphabet Inc
CAP STK CL A
$33.8M94.6K
1.5%
▼−1.1%
Reduced · −1K sh
13Ishares TR
CORE S&P SCP ETF
$32.9M221.8K
1.5%
▲+3.9%
Added · +8K sh
14Ishares TR
RUSSELL 2000 ETF
$29.1M96.8K
1.3%
▲+3.9%
Added · +4K sh
15Microsoft Corp
COM
$28.9M77.4K
1.3%
▼−1.4%
Reduced · −1K sh
16State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$25.4M36.2K
1.2%
▲+0.6%
Added · +204 sh
17JPMorgan Chase & Co
COM
$20.9M64.0K
0.9%
▼−0.2%
Reduced · −118 sh
18Amazon Com Inc
COM
$19.5M81.8K
0.9%
▼−0.2%
Reduced · −173 sh
19Alphabet Inc
CAP STK CL C
$17.5M49.4K
0.8%
▼−1.6%
Reduced · −826 sh
20Johnson & Johnson
COM
$16.2M64.0K
0.7%
▼−2.5%
Reduced · −2K sh
21Palo Alto Networks Inc
COM
$15.9M46.7K
0.7%
▼−1.8%
Reduced · −846 sh
22Nvidia Corporation
COM
$13.2M66.1K
0.6%
▼−0.3%
Reduced · −237 sh
23Merck & Co Inc
COM
$12.0M93.4K
0.5%
▼−0.9%
Reduced · −875 sh
24Broadcom Inc
COM
$10.6M28.1K
0.5%
▲+1.0%
Added · +272 sh
25Costco Wholesale Corporation
COM
$10.5M11.3K
0.5%
▼−0.9%
Reduced · −103 sh
26SPDR Series Trust
STATE STREET SPD
$10.1M85.3K
0.5%
▼−2.7%
Reduced · −2K sh
27Patrick Inds Inc
COM
$9.5M105.7K
0.4%
▲+5.0%
Added · +5K sh
28American Centy ETF TR
US LARGE CAP VLU
$9.2M101.2K
0.4%
▲New
New position
29American Express Co
COM
$9.1M26.8K
0.4%
▼−0.5%
Reduced · −146 sh
30Cisco Sys Inc
COM
$9.0M76.5K
0.4%
▼~0%
Reduced · −11 sh
31TJX Cos Inc New
COM
$8.5M56.3K
0.4%
▲~0%
Added · +27 sh
32Pepsico Inc
COM
$8.5M63.0K
0.4%
▼−1.0%
Reduced · −665 sh
33Exxon Mobil Corp
COM
$8.3M60.6K
0.4%
▲+0.7%
Added · +401 sh
34Caterpillar Inc
COM
$8.3M7.8K
0.4%
▼−17%
Reduced · −2K sh
35Thermo Fisher Scientific Inc
COM
$8.1M16.1K
0.4%
▲+1.4%
Added · +225 sh
36Norfolk Southn Corp
COM
$8.0M25.4K
0.4%
▼−0.1%
Reduced · −19 sh
37Ishares TR
EAFE VALUE ETF
$7.8M101.4K
0.4%
▼−9.3%
Reduced · −10K sh
38McDonalds Corp
COM
$7.6M28.1K
0.3%
▼−0.5%
Reduced · −127 sh
39Procter & Gamble Co
COM
$7.5M51.4K
0.3%
▼−2.8%
Reduced · −1K sh
40International Business Machs
COM
$7.4M26.3K
0.3%
▼−0.8%
Reduced · −206 sh
41Allstate Corp
COM
$7.3M30.6K
0.3%
▼−3.1%
Reduced · −986 sh
42Walmart Inc
COM
$7.3M64.1K
0.3%
▲+0.2%
Added · +126 sh
43Home Depot Inc
COM
$7.2M20.3K
0.3%
▼−4.6%
Reduced · −970 sh
44Ishares TR
MSCI EMG MKT ETF
$6.8M100.1K
0.3%
▲+12%
Added · +11K sh
45Chevron Corporation
COM
$6.8M40.8K
0.3%
▼−1.1%
Reduced · −447 sh
46Abbvie Inc
COM
$6.6M26.4K
0.3%
▼−0.8%
Reduced · −224 sh
47Berkshire Hathaway Inc Del
CL B NEW
$6.6M13.1K
0.3%
▲+0.6%
Added · +79 sh
48SPDR Gold TR
GOLD SHS
$6.3M17.1K
0.3%
▼−0.3%
Reduced · −55 sh
49Automatic Data Processing In
COM
$6.0M27.0K
0.3%
▼−5.4%
Reduced · −2K sh
50Oracle Corp
COM
$5.9M40.2K
0.3%
▼−1.8%
Reduced · −737 sh
Showing 50 of 289 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what 1ST Source Bank owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/356264/holdings"
Ask your agent
Use Arkolith to show 1ST SOURCE BANK's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026421$2.2B13F-HR
Q1 2026Mar 31, 2026May 4, 2026425$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026412$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025405$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025411$1.8B13F-HR
Q1 2025Mar 31, 2025May 5, 2025401$1.7B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025404$1.7B13F-HR
Q3 2024Sep 30, 2024Dec 11, 2024410$1.8B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024383$1.7B13F-HR
Q1 2024Mar 31, 2024May 9, 2024374$1.7B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024381$1.7B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023368$1.5B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023370$1.5B13F-HR
Q1 2023Mar 31, 2023May 9, 2023382$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023379$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 4, 2022370$1.4B13F-HR
Q2 2022Jun 30, 2022Aug 5, 2022379$1.4B13F-HR
Q1 2022Mar 31, 2022May 5, 2022406$1.6B13F-HR
Q4 2021Dec 31, 2021Feb 9, 2022410$1.7B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021399$1.6B13F-HR
Q2 2021Jun 30, 2021Aug 3, 2021406$1.6B13F-HR
Q1 2021Mar 31, 2021May 7, 2021388$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021366$1.4B13F-HR
Q3 2020Sep 30, 2020Oct 30, 2020343$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.