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Physician Wealth Advisors’s 1st Source SRCE Stock Holding History

Physician Wealth Advisors’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 		$1.39K Buy
17
+8
+89% +$597 ﹤0.01% 1678
2026
Q1 		$623 Buy
+9
New +$607 ﹤0.01% 1845

Other funds holding SRCE

IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Physician Wealth Advisors's SRCE Position: Q2 2026 in Review

Physician Wealth Advisors increased its 1st Source (SRCE) stake by 89% in Q2 2026, buying an estimated $597 and bringing the position to 17 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Physician Wealth Advisors first reported a position in SRCE in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of 1st Source worth $1.39K as of Q2 2026.
  • Physician Wealth Advisors bought 8 1st Source shares in Q2 2026, an estimated $597.
  • 1st Source made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1678 holding.
  • Physician Wealth Advisors first reported a position in 1st Source in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.