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SR Bancorp, Inc.

SRBK
Exchange
Nasdaq
Industry
Savings Institutions, Not Federally Chartered
SEC CIK
0001951276

In the last 90 days, SR Bancorp, Inc. insiders filed 1 open-market purchase and 0 sales; 75 institutions reported holding it in 13F filings for Q2 2026, worth $54.3M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in SR Bancorp, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
75
+7 vs. Q1 2026
Shares held
2.76M
+157.2K (+6.0%) vs. Q1 2026
Total value
$54.3M
+$10.4M (+23.6%) vs. Q1 2026
New holders
12
31 more added
Sold out
5
19 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 75 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 8 institutionsQ4 2023: 16 institutionsQ1 2024: 15 institutionsQ2 2024: 15 institutionsQ3 2024: 19 institutionsQ4 2024: 18 institutionsQ1 2025: 22 institutionsQ2 2025: 41 institutionsQ3 2025: 57 institutionsQ4 2025: 63 institutionsQ1 2026: 70 institutionsQ2 2026: 75 institutions
Value heldQ2 2026: $54.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $4.74MQ4 2023: $14.3MQ1 2024: $16.1MQ2 2024: $16.8MQ3 2024: $22.8MQ4 2024: $26.6MQ1 2025: $26.8MQ2 2025: $34.0MQ3 2025: $37.0MQ4 2025: $40.6MQ1 2026: $44.9MQ2 2026: $54.3M
Institutions holding SRBK and their total value by quarter
QuarterHoldersValue
Q2 202675$54.3M
Q1 202670$44.9M
Q4 202563$40.6M
Q3 202557$37.0M
Q2 202541$34.0M
Q1 202522$26.8M
Q4 202418$26.6M
Q3 202419$22.8M
Q2 202415$16.8M
Q1 202415$16.1M
Q4 202316$14.3M
Q3 20238$4.74M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SR Bancorp, Inc.; share changes are against Q1 2026.

Institutions holding SRBK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.497,081$9.78M0.00%+38,128+8.3%Added
Vanguard Capital Management LLC298,855$5.88M0.00%−68,101−18.6%Reduced
Saber Capital Managment, LLC208,552$4.10M2.95%−24,447−10.5%Reduced
Renaissance Technologies LLC176,000$3.46M0.00%−4,300−2.4%Reduced
Geode Capital Management, LLC170,842$3.36M0.00%+8,397+5.2%Added
Mangrove Partners170,402$3.35M0.22%00.0%Unchanged
Acadian Asset Management LLC146,860$2.88M0.00%+43,029+41.4%Added
Dimensional Fund Advisors LP144,961$2.85M0.00%+53,857+59.1%Added
State Street Corp81,842$1.62M0.00%−1,444−1.7%Reduced
Northern Trust Corp54,301$1.07M0.00%+3,951+7.8%Added
O'Shaughnessy Asset Management, LLC50,412$992.1K0.00%+26,656+112.2%Added
Two Sigma Investments, LP49,284$969.9K0.00%+2,177+4.6%Added
Ancora Advisors, LLC48,600$956.4K0.02%+1,050+2.2%Added
Vanguard Portfolio Management LLC47,533$935.4K0.00%+5,277+12.5%Added
Vanguard Fiduciary Trust Co47,218$929.3K0.00%+395+0.8%Added
Marshall Wace, LLP44,465$875.1K0.00%+44,465New
Ritholtz Wealth Management38,305$753.8K0.01%+18,581+94.2%Added
Panagora Asset Management Inc35,385$696.4K0.00%+2,005+6.0%Added
UBS Group AG34,567$680.3K0.00%−4,081−10.6%Reduced
STRS Ohio32,700$643.5K0.00%00.0%Unchanged
Citadel Advisors LLC32,231$634.3K0.00%+12,828+66.1%Added
Blair William & Co30,510$600.4K0.00%+110.0%Added
Nuveen, LLC30,303$596.4K0.00%+19,272+174.7%Added
Russell Investments Group, Ltd.25,766$506.5K0.00%+1,064+4.3%Added
Squarepoint Ops LLC23,428$461.1K0.00%−3,153−11.9%Reduced
Bank of New York Mellon Corp21,706$427.2K0.00%−44−0.2%Reduced
Charles Schwab Investment Management Inc20,871$410.7K0.00%+1,137+5.8%Added
Goldman Sachs Group Inc19,005$374.0K0.00%−15,491−44.9%Reduced
Morgan Stanley14,664$288.6K0.00%−394−2.6%Reduced
AQR Capital Management LLC14,593$287.2K0.00%+14,593New
Oppenheimer & Close, LLC13,913$273.8K0.17%00.0%Unchanged
XTX Topco Ltd13,843$272.4K0.00%+1,362+10.9%Added
Arcus Capital Partners, LLC13,317$262.1K0.11%−28,603−68.2%Reduced
Trexquant Investment LP13,140$258.6K0.00%+13,140New
Schonfeld Strategic Advisors LLC12,668$249.3K0.00%+12,668New
Benin Management CORP11,533$227.0K0.05%00.0%Unchanged
Occudo Quantitative Strategies LP10,387$204.4K0.01%+10,387New
Los Angeles Capital Management LLC10,112$199.0K0.00%+10,112New
Deutsche Bank AG6,858$135.0K0.00%−1,372−16.7%Reduced
Wells Fargo & Company5,885$115.8K0.00%+3,137+114.2%Added
Rhumbline Advisers5,749$113.1K0.00%−206−3.5%Reduced
Vanguard Global Advisers, LLC3,693$72.7K0.00%00.0%Unchanged
JPMorgan Chase & Co3,400$66.0K0.00%+177+5.5%Added
Citigroup Inc3,248$63.9K0.00%+2,911+863.8%Added
Mirae Asset Global ETFs Holdings Ltd.3,236$63.7K0.00%−399−11.0%Reduced
Mirae Asset Global Investments Co., Ltd.2,854$56.2K0.00%+2,854New
Police & Firemen's Retirement System of New Jersey2,184$43.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,274$25.1K0.00%−368−22.4%Reduced
Tower Research Capital LLC (TRC)1,222$24.0K0.00%−463−27.5%Reduced
New York State Common Retirement Fund1,076$21.2K0.00%00.0%Unchanged
Barclays PLC1,067$21.0K0.00%−856−44.5%Reduced
FMR LLC932$18.3K0.00%+71+8.2%Added
Ameritas Investment Partners, Inc.804$15.8K0.00%00.0%Unchanged
Legal & General Group Plc705$13.9K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.599$11.8K0.00%+161+36.8%Added
Covestor Ltd533$11.0K0.01%+498+1,422.9%Added
Maryland Capital Advisors Inc.399$7.85K0.00%+399New
Royal Bank of Canada363$7.00K0.00%+114+45.8%Added
North Star Investment Management Corp.213$4.19K0.00%00.0%Unchanged
American Capital Advisory, LLC200$3.94K0.00%00.0%Unchanged
GAMMA Investing LLC188$3.70K0.00%+129+218.6%Added
SRS Capital Advisors, Inc.179$3.52K0.00%+179New
Sterling Capital Management LLC136$2.68K0.00%−109−44.5%Reduced
California State Teachers Retirement System97$1.91K0.00%+97New
IFP Advisors, Inc90$1.77K0.00%+69+328.6%Added
Cornerstone Planning Group LLC31$5970.00%00.0%Unchanged
Allworth Financial LP28$5520.00%+12+75.0%Added
UMA Financial Services, Inc.27$5320.00%+27New
Massmutual Trust Co FSB21$4130.00%−12−36.4%Reduced
Farther Finance Advisors, LLC20$3930.00%+10+100.0%Added
EverSource Wealth Advisors, LLC17$3350.00%+13+325.0%Added
UBS Asset Management Americas Inc15$2950.00%00.0%Unchanged
Essential Partners LLC6$1180.00%−87−93.5%Reduced
Rothschild Investment LLC4$790.00%+2+100.0%Added
SJS Investment Consulting Inc.1$200.00%+1New
Raymond James Financial Inc0$00.00%−24,258−100.0%Sold out
Stilwell Value LLC0$00.00%−20,000−100.0%Sold out
Root Financial Partners, LLC0$00.00%−10−100.0%Sold out
MAI Capital Management0$00.00%−3−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
Covalent Partners LLC––––Not filed
CWM, LLC––––Not filed