Position in SRCE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$269,214
+$40,821 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#139
of 203 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONEY CONCEPTS CAPITAL CORP holds $4,931,155 across 5 Banks - Regional names. SRCE ranks #5 (5.5% of the industry book) .
All Filings in SRCE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,214 | 3,300 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $228,393 | 3,300 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||