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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
Q2 		– Sell
-2
Closed -$138 – 1923
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 $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

Twin Peaks Wealth Advisors's SRCE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 2 shares — an estimated $138 sold.

Twin Peaks Wealth Advisors first reported a position in SRCE in Q2 2025 and held it in 2 quarters. The position peaked at $138 in Q1 2026. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 1st Source shares in Q2 2026, an estimated $138.
  • Twin Peaks Wealth Advisors first reported a position in 1st Source in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's 1st Source position peaked at $138 in Q1 2026.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.