Position in SRCE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,211,175
+$117,600 QoQ
Shares Held
17,500
0.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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 Mar 31, 2026CM Management, LLC holds $6,564,775 across 4 Banks - Regional names. SRCE ranks #3 (18.4% of the industry book) .
All Filings in SRCE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||