Jacobs Levy Equity Management’s 1st Source SRCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$362K Buy
5,234
+622
+13% +$41.9K ﹤0.01% 862
2025
Q4
$288K Sell
4,612
-5,663
-55% -$350K ﹤0.01% 862
2025
Q3
$633K Sell
10,275
-1,035
-9% -$64.9K ﹤0.01% 789
2025
Q2
$702K Hold
11,310
﹤0.01% 822
2025
Q1
$676K Buy
+11,310
New +$698K ﹤0.01% 881
2023
Q4
Sell
-11,209
Closed -$472K 1074
2023
Q3
$472K Sell
11,209
-36
-0.3% -$1.6K ﹤0.01% 810
2023
Q2
$472K Sell
11,245
-4,194
-27% -$180K ﹤0.01% 830
2023
Q1
$666K Sell
15,439
-3,270
-17% -$160K ﹤0.01% 765
2022
Q4
$993K Sell
18,709
-1,013
-5% -$55.2K 0.01% 682
2022
Q3
$913K Sell
19,722
-3,969
-17% -$189K 0.01% 724
2022
Q2
$1.08M Sell
23,691
-723
-3% -$32.6K 0.01% 741
2022
Q1
$1.13M Buy
24,414
+10,777
+79% +$532K 0.01% 737
2021
Q4
$676K Buy
13,637
+2,354
+21% +$115K ﹤0.01% 795
2021
Q3
$533K Sell
11,283
-170
-1% -$7.74K ﹤0.01% 852
2021
Q2
$532K Sell
11,453
-276
-2% -$13.2K ﹤0.01% 849
2021
Q1
$558K Buy
11,729
+6,564
+127% +$292K ﹤0.01% 847
2020
Q4
$208K Buy
+5,165
New +$189K ﹤0.01% 961
2020
Q3
Sell
-14,809
Closed -$527K 1101
2020
Q2
$527K Sell
14,809
-8,079
-35% -$268K 0.01% 777
2020
Q1
$742K Buy
22,888
+2,948
+15% +$127K 0.01% 692
2019
Q4
$1.03M Buy
19,940
+1,368
+7% +$68.7K 0.01% 685
2019
Q3
$849K Hold
18,572
0.01% 641
2019
Q2
$862K Buy
18,572
+5,000
+37% +$229K 0.01% 669
2019
Q1
$610K Buy
+13,572
New +$617K 0.01% 752

Other funds holding SRCE

Jacobs Levy Equity Management's SRCE Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its 1st Source (SRCE) stake by 13% in Q1 2026, buying an estimated $41.9K and bringing the position to 5,234 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Jacobs Levy Equity Management first reported a position in SRCE in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2022. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Jacobs Levy Equity Management held 5,234 shares of 1st Source worth $362K as of Q1 2026.
  • Jacobs Levy Equity Management bought 622 1st Source shares in Q1 2026, an estimated $41.9K.
  • 1st Source made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #862 holding.
  • Jacobs Levy Equity Management first reported a position in 1st Source in Q1 2019 and has held it in 23 quarters since.
  • Jacobs Levy Equity Management's 1st Source position peaked at $1.13M in Q1 2022.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.