Jacobs Levy Equity Management
SRCE icon

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

Jacobs Levy Equity Management’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 		$1.21M Buy
14,777
+9,543
+182% +$712K ﹤0.01% 681
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

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

Jacobs Levy Equity Management's SRCE Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its 1st Source (SRCE) stake by 182% in Q2 2026, buying an estimated $712K and bringing the position to 14,777 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Jacobs Levy Equity Management first reported a position in SRCE in Q1 2019 and has held it in 24 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Jacobs Levy Equity Management held 14,777 shares of 1st Source worth $1.21M as of Q2 2026.
  • Jacobs Levy Equity Management bought 9,543 1st Source shares in Q2 2026, an estimated $712K.
  • 1st Source made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #681 holding.
  • Jacobs Levy Equity Management first reported a position in 1st Source in Q1 2019 and has held it in 24 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.