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Equibles

SRBK

SR Bancorp, Inc.

Company with tickers: SRBK

CIK
1951276
CUSIP
85227J106
Shares Outstanding
7,434,660
13F Activity (30d)
42 filings 38 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 70
Total Value: $44,909,585
Total Shares: 2,660,523

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 70 13F filers · Δ vs Dec 31, 2025
Top Holder
17.3%
Sep 2023 → Mar 2026 · range 17.3% – 47.3%
−0.9 pts
Top 5
53.0%
Sep 2023 → Mar 2026 · range 53.0% – 95.0%
−7.1 pts
Top 10
71.8%
Sep 2023 → Mar 2026 · range 71.8% – 100.0%
−6.1 pts
HHI
765
Sep 2023 → Mar 2026 · range 765 – 3,049
Broadly held−187

Quarterly Activity

vs Dec 31, 2025
New
15
Increased
21
Decreased
18
Sold Out
8
Unchanged
16
Holder count: +7
Institutional value: +10.8%
Shares held: +3.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega DIMENSIONAL FUND ADVISORS LP +27,213 91,104
Mid Ancora Advisors LLC +20,450 47,550
Large ACADIAN ASSET MANAGEMENT LLC +18,451 103,831
Large Russell Investments Group, Ltd. +15,236 24,702
Mega GOLDMAN SACHS GROUP INC +14,849 34,496

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Saber Capital Managment, LLC −38,284 232,999
Micro STILWELL VALUE LLC −20,000 20,000
Mega Nuveen, LLC −10,020 11,031
Mega BARCLAYS PLC −9,678 1,923
Mega BlackRock, Inc. −9,345 458,953

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 366,956 $6,194,217
Mega VANGUARD FIDUCIARY TRUST CO 46,823 $790,372
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 42,256 $713,281
Large BLAIR WILLIAM & CO/IL 30,499 $514,823
Large Squarepoint Ops LLC 26,581 $448,687

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 459,224 $7,228,184
Small Pekin Hardy Strauss, Inc. 30,000 $472,200
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 10,428 $164,136
Large MARSHALL WACE, LLP 10,241 $161,193
Mega BANK OF AMERICA CORP /DE/ 5,709 $89,859
Filter: New 15 Increased 21 Reduced 18 Sold out 8 Unchanged 16
Showing 70 of 70
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Micro True Wealth Design, LLC $16 0.00% 1
Mid ROTHSCHILD INVESTMENT LLC $33 0.00% 2
Mid MAI Capital Management $50 0.00% 3
Mid EverSource Wealth Advisors, LLC $67 0.00% 4
Small Root Financial Partners, LLC $168 0.00% 10
Mid Farther Finance Advisors, LLC $168 0.00% 10
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $253 0.00% 15
Mid Allworth Financial LP $270 0.00% 16
Mid IFP Advisors, Inc $354 0.00% 21
Micro Cornerstone Planning Group LLC $523 0.00% 31
Mid MassMutual Private Wealth & Trust, FSB $557 0.00% 33
Small Covestor Ltd $590 0.00% 35
Mid GAMMA Investing LLC $995 0.00% 59
Small Essential Partners LLC $1,569 0.00% 93
Micro American Capital Advisory, LLC $3,376 0.01% 200
Mid North Star Investment Management Corp. $3,595 0.01% 213
Large CWM, LLC $3,629 0.01% 215
Mid Sterling Capital Management LLC $4,135 0.01% 245
Mega ROYAL BANK OF CANADA Bank $4,203 0.01% 249
Mega CITIGROUP INC $5,688 0.01% 337
Mega PNC FINANCIAL SERVICES GROUP, INC. $7,393 0.02% 438
Mega Legal & General Group Plc $11,900 0.03% 705
Mid Ameritas Investment Partners, Inc. $13,571 0.03% 804
Mega FMR LLC $14,533 0.03% 861
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $18,162 0.04% 1,076
Mega BNP PARIBAS ARBITRAGE, SA $27,716 0.06% 1,642
Mid Tower Research Capital LLC (TRC) $28,442 0.06% 1,685
Mega BARCLAYS PLC $32,460 0.07% 1,923
Large Police & Firemen's Retirement System of New Jersey Pension $36,865 0.08% 2,184
Mega WELLS FARGO & COMPANY/MN $46,385 0.10% 2,748
Mega JPMORGAN CHASE & CO $54,403 0.12% 3,223
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $61,358 0.14% 3,635
Mega Vanguard Global Advisers, LLC $62,337 0.14% 3,693
Mega RHUMBLINE ADVISERS $100,520 0.22% 5,955
Mega DEUTSCHE BANK AG\ Bank $138,922 0.31% 8,230
Mega Nuveen, LLC $186,203 0.41% 11,031
Small Benin Management CORP $194,677 0.43% 11,533
Mid XTX Topco Ltd $210,679 0.47% 12,481
Small Oppenheimer & Close, LLC $234,851 0.52% 13,913
Mega MORGAN STANLEY $254,177 0.57% 15,058
Mega CITADEL ADVISORS LLC $327,522 0.73% 19,403
Mid RITHOLTZ WEALTH MANAGEMENT $332,941 0.74% 19,724
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $333,109 0.74% 19,734
Micro STILWELL VALUE LLC $337,600 0.75% 20,000
Mega Bank of New York Mellon Corp Bank $367,139 0.82% 21,750
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $401,001 0.89% 23,756
Mega RAYMOND JAMES FINANCIAL INC $409,475 0.91% 24,258
Large Russell Investments Group, Ltd. $416,968 0.93% 24,702
Large Squarepoint Ops LLC $448,687 1.00% 26,581
Large BLAIR WILLIAM & CO/IL $514,823 1.15% 30,499
Large STRS OHIO $551,976 1.23% 32,700
Large PANAGORA ASSET MANAGEMENT INC $563,454 1.25% 33,380
Mega GOLDMAN SACHS GROUP INC $582,292 1.30% 34,496
Mega UBS Group AG $652,377 1.45% 38,648
Small Arcus Capital Partners, LLC $707,609 1.58% 41,920
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $713,281 1.59% 42,256
Mega VANGUARD FIDUCIARY TRUST CO Bank $790,372 1.76% 46,823
Mega TWO SIGMA INVESTMENTS, LP $795,166 1.77% 47,107
Mid Ancora Advisors LLC $802,644 1.79% 47,550
Mega NORTHERN TRUST CORP Bank $849,906 1.89% 50,350
Micro Covalent Partners LLC $1,012,800 2.26% 60,000
Mega STATE STREET CORP $1,405,867 3.13% 83,286
Mega DIMENSIONAL FUND ADVISORS LP $1,537,833 3.42% 91,104
Large ACADIAN ASSET MANAGEMENT LLC $1,752,667 3.90% 103,831
Mega GEODE CAPITAL MANAGEMENT, LLC $2,742,070 6.11% 162,445
Mid MANGROVE PARTNERS IM, LLC $2,876,385 6.40% 170,402
Large RENAISSANCE TECHNOLOGIES LLC $3,043,464 6.78% 180,300
Small Saber Capital Managment, LLC $3,933,023 8.76% 232,999
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,194,217 13.79% 366,956
Mega BlackRock, Inc. $7,747,124 17.25% 458,953

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