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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
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 $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Wealth Planning Services's SRCE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its 1st Source (SRCE) stake by 13% in Q1 2026, selling an estimated $5.12K and leaving 502 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Pinnacle Wealth Planning Services first reported a position in SRCE in Q4 2020 and has held it in 3 quarters since. The position peaked at $36.1K in Q4 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 502 shares of 1st Source worth $34.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 76 1st Source shares in Q1 2026, an estimated $5.12K.
  • 1st Source made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1405 holding.
  • Pinnacle Wealth Planning Services first reported a position in 1st Source in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's 1st Source position peaked at $36.1K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.