TWD
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True Wealth Design’s 1st Source SRCE Stock Holding History

True Wealth Design’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 		$1.96K Hold
24
– – ﹤0.01% 1701
2026
Q1 		$1.66K Hold
24
– – ﹤0.01% 1619
2025
Q4 		$1.5K Buy
24
+1
+4% +$62 ﹤0.01% 1559
2025
Q3 		$1.42K Buy
+23
New +$1.44K ﹤0.01% 1619
2025
Q2 		– Sell
-75
Closed -$4.49K – 2812
2025
Q1 		$4.49K Sell
75
-33
-31% -$2.04K ﹤0.01% 719
2024
Q4 		$6.31K Hold
108
– – ﹤0.01% 492
2024
Q3 		$6.47K Buy
+108
New +$6.36K ﹤0.01% 504

Other funds holding SRCE

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's SRCE Position: Q2 2026 in Review

True Wealth Design held its 1st Source (SRCE) position steady in Q2 2026 at 24 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

True Wealth Design first reported a position in SRCE in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.47K in Q3 2024. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • True Wealth Design held 24 shares of 1st Source worth $1.96K as of Q2 2026.
  • True Wealth Design left its 1st Source share count unchanged in Q2 2026.
  • 1st Source made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1701 holding.
  • True Wealth Design first reported a position in 1st Source in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's 1st Source position peaked at $6.47K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.