WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in SRCE — 1St Source Corp
CIK 752365
SOUTH BEND, IN
Position in SRCE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$544,198
-$177,811 QoQ
Shares Held
7,863
-31.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,292,157 across 2 Banks - Regional names. SRCE ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
16,099 | $747,959 | |
| 2 | SRCE |
1St Source Corp
This page
|
7,863 | $544,198 |
All Filings in SRCE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $544,198 | 7,863 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $722,009 | 11,554 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $711,264 | 11,554 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $717,156 | 11,554 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $458,862 | 7,672 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $447,891 | 7,672 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $459,399 | 7,672 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $411,372 | 7,672 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $402,166 | 7,672 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $421,576 | 7,672 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $353,640 | 8,402 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $352,295 | 8,402 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $362,546 | 8,402 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $274,528 | 5,171 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $239,417 | 5,171 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $243,843 | 5,371 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $248,408 | 5,371 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $266,401 | 5,371 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $495,453 | 10,488 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $458,931 | 9,878 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $469,995 | 9,878 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $398,083 | 9,878 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $304,637 | 9,878 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $351,459 | 9,878 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||