Carson Wealth (CWM LLC)
SRBK icon

Carson Wealth (CWM LLC)’s SR Bancorp SRBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRBK Stock Details SRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63K Buy
215
+25
+13% +$421 ﹤0.01% 5137
2025
Q4 		$3K Buy
190
+52
+38% +$798 ﹤0.01% 5016
2025
Q3 		$2K Buy
+138
New +$2.01K ﹤0.01% 5041

Other funds holding SRBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SRBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SR Bancorp (SRBK) stake by 13% in Q1 2026, buying an estimated $421 and bringing the position to 215 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #5137.

Carson Wealth (CWM LLC) first reported a position in SRBK in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 215 shares of SR Bancorp worth $3.63K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 SR Bancorp shares in Q1 2026, an estimated $421.
  • SR Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5137 holding.
  • Carson Wealth (CWM LLC) first reported a position in SR Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.