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Integrated Wealth Concepts’s 1st Source SRCE Stock Holding History

Integrated Wealth Concepts’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.6K Buy
+584
New +$43.6K ﹤0.01% 3402

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Integrated Wealth Concepts's SRCE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in 1st Source (SRCE) in Q2 2026: 584 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #3402 among its holdings.

204 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Integrated Wealth Concepts held 584 shares of 1st Source worth $47.6K as of Q2 2026.
  • 1st Source was a new Integrated Wealth Concepts position in Q2 2026.
  • 1st Source made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3402 holding.
  • 204 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.