Marshall Wace
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Marshall Wace’s 1st Source SRCE Stock Holding History

Marshall Wace’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
-19,778
Closed -$1.37M – 3712
2026
Q1 		$1.37M Buy
19,778
+15,481
+360% +$1.04M ﹤0.01% 1982
2025
Q4 		$269K Sell
4,297
-19,727
-82% -$1.22M ﹤0.01% 2494
2025
Q3 		$1.48M Sell
24,024
-15,518
-39% -$973K ﹤0.01% 1759
2025
Q2 		$2.45M Buy
+39,542
New +$2.35M ﹤0.01% 1468
2020
Q1 		– Sell
-798
Closed -$41K – 2038
2019
Q4 		$41K Buy
+798
New +$40.1K ﹤0.01% 1560
2019
Q2 		– Sell
-3,731
Closed -$168K – 1812
2019
Q1 		$168K Buy
+3,731
New +$170K ﹤0.01% 1360

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

Marshall Wace's SRCE Position: Q2 2026 in Review

Marshall Wace sold out of 1st Source (SRCE) in Q2 2026, closing a stake of 19,778 shares — an estimated $1.37M sold.

Marshall Wace first reported a position in SRCE in Q1 2019 and held it in 6 quarters. The position peaked at $2.45M in Q2 2025. 205 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Marshall Wace reported no remaining 1st Source position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 19,778 1st Source shares in Q2 2026, an estimated $1.37M.
  • Marshall Wace first reported a position in 1st Source in Q1 2019 and held it in 6 quarters.
  • Marshall Wace's 1st Source position peaked at $2.45M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.