The cluster is small in scale ($2.0M net additions vs $2.1B market cap) and lacks insider corroboration. Monitor next quarter's 13F for follow-through and any insider buying to confirm conviction.
How similar events traded
Executive Summary
Four institutional asset managers increased their positions in 1st Source Corp during Q3 2026, adding a net $2.0M in value. The cluster follows a strong Q3 earnings beat reported on October 22, 2026, where diluted EPS of $2.03 exceeded consensus by 11.5% and net interest margin expanded to 4.28%.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.0M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | ADD | +81.4% | $3.9M | $1.8M |
| Nisa Investment Advisors | ADD | +66.1% | $100.0K | $42.0K |
| Truist Financial | ADD | +57.8% | $366.0K | $142.0K |
| Farther Finance Advisors | ADD | +33.8% | $15.0K | $4.0K |
Key Facts
- 4 institutions added positions totaling $2.0M in net value during Q3 2026
- No institutional sellers in the cluster
- Q3 2026 earnings beat consensus by 11.5% ($2.03 actual vs $1.82 estimate)
- Net interest margin expanded 19 bps YoY to 4.28%
- No open-market insider buying corroborates the institutional cluster
Financial Impact
4 institutions added $2.0M in net value, with Principal Financial Group contributing $1.8M of the total
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate institutional conviction
- Cluster is small relative to market cap (0.1% of float)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SRCE-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 today | 8-K | $90.12 | awaiting T+5 | awaiting T+5 | No price |
Nov 2, 2026 1d ago | Institutional Cluster | $89.22 | awaiting T+5 | awaiting T+5 | No price |
Oct 22, 2026 12d ago | 8-K | $87.29 $87.42 | ▲ +0.14% | ▲ +0.70% | No price |
Aug 17, 2026 11w ago | Institutional Cluster | $87.73 $86.06 | ▼ −1.90% | ▼ −1.70% | No price |
Aug 5, 2026 13w ago | 8-K | $89.99 $88.51 | ▼ −1.64% | ▼ −2.00% | No price |
May 1, 2026 26w ago | 8-K | $73.43 $73.66 | ▲ +0.32% | ▼ −2.03% | No price |
Apr 24, 2026 27w ago | 8-K | $73.37 $73.06 | ▼ −0.42% | ▼ −0.82% | No price |
Apr 23, 2026 27w ago | 8-K | $73.47 $72.60 | ▼ −1.18% | ▼ −2.66% | No price |
US Market Status
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