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Twin Peaks Wealth Advisors’s 1st Source SRCE Stock Holding History

Twin Peaks 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
Q1 		$138 Buy
+2
New +$135 ﹤0.01% 2213
2025
Q3 		– Sell
-2
Closed -$122 – 1847
2025
Q2 		$122 Buy
+2
New +$119 ﹤0.01% 2082

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

Twin Peaks Wealth Advisors's SRCE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in 1st Source (SRCE) in Q1 2026: 2 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SRCE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SRCE in Q2 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2 shares of 1st Source worth $138 as of Q1 2026.
  • 1st Source was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • 1st Source made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2213 holding.
  • Twin Peaks Wealth Advisors first reported a position in 1st Source in Q2 2025 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.