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Lorra Junk

1st Source Bank

Assets Managed
$1.938B
Holdings
286
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
1.68%(2Q avg: 1.08%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in 1st Source Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of 1st Source Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.938B in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by Lorra Junk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SRCE
1st Source Corp
Recent Activity
Increased 0.2%
18.5%
$358.452M
5.179M shares@ $69.21 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.07%
12.45%
$241.217M
565,705 shares@ $426.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 12.49%
7.92%
$153.403M
235,881 shares@ $650.34 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.92%
6.86%
$132.879M
621,889 shares@ $213.67 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -7.29%
3.39%
$65.677M
450,028 shares@ $145.94 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 8.99%
3.2%
$61.966M
787,768 shares@ $78.67 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 7.76%
2.52%
$48.686M
501,245 shares@ $97.13 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.83%
1.99%
$38.491M
600,665 shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.38%
1.75%
$33.908M
133,605 shares@ $253.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 11.65%
1.53%
$29.629M
438,757 shares@ $67.54 avg price

1-10 of 286