Position in SRCE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$428,213
New position
Shares Held
5,249
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#115
of 203 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Eddie Patel Inc holds $2,121,900 across 5 Banks - Regional names. SRCE ranks #3 (20.2% of the industry book) .
All Filings in SRCE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,213 | 5,249 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||