Position in SRCE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,039,500
+$828,325 QoQ
Shares Held
25,000
+42.9% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#61
of 205 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CM Management, LLC holds $7,369,260 across 3 Banks - Regional names. SRCE ranks #3 (27.7% of the industry book) .
All Filings in SRCE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039,500 | 25,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,211,175 | 17,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,093,575 | 17,500 | Shares | Sole | 2026-02-02 | |
| 2021-12-31 | $595,200 | 12,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $566,880 | 12,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $557,520 | 12,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $570,960 | 12,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $483,600 | 12,000 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||