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Pinnacle Wealth Planning Services’s 1st Source SRCE Stock Holding History

Pinnacle Wealth Planning Services’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 		$41K Hold
502
– – ﹤0.01% 1411
2026
Q1 		$34.7K Sell
502
-76
-13% -$5.12K ﹤0.01% 1405
2025
Q4 		$36.1K Buy
+578
New +$35.8K ﹤0.01% 1409
2021
Q1 		– Sell
-580
Closed -$23K – 1717
2020
Q4 		$23K Buy
+580
New +$21.2K 0.01% 1104

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

Pinnacle Wealth Planning Services's SRCE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its 1st Source (SRCE) position steady in Q2 2026 at 502 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Pinnacle Wealth Planning Services first reported a position in SRCE in Q4 2020 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 502 shares of 1st Source worth $41K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1411 holding.
  • Pinnacle Wealth Planning Services first reported a position in 1st Source in Q4 2020 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.