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 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 $1.94B AUM 20.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace's SRCE Position: Q1 2026 in Review

Marshall Wace increased its 1st Source (SRCE) stake by 360% in Q1 2026, buying an estimated $1.04M and bringing the position to 19,778 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

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

Marshall Wace held 19,778 shares of 1st Source worth $1.37M as of Q1 2026.
Marshall Wace bought 15,481 1st Source shares in Q1 2026, an estimated $1.04M.
1st Source made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1982 holding.
Marshall Wace first reported a position in 1st Source in Q1 2019 and has held it in 6 quarters since.
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 Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.