Cornerstone Planning Group’s SR Bancorp SRBK Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-31	Closed	-$597	–	1480
2026 Q2	$597	Hold	31	–	–	﹤0.01%	1644
2026 Q1	$573	Buy	+31	New	+$521	﹤0.01%	1606

Other funds holding SRBK

Maryland Capital Advisors Chester, Maryland $319M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cornerstone Planning Group's SRBK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SR Bancorp (SRBK) in Q3 2026, closing a stake of 31 shares — an estimated $597 sold.

Cornerstone Planning Group first reported a position in SRBK in Q1 2026 and held it in 2 quarters. The position peaked at $597 in Q2 2026. 7 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

Cornerstone Planning Group reported no remaining SR Bancorp position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 31 SR Bancorp shares in Q3 2026, an estimated $597.
Cornerstone Planning Group first reported a position in SR Bancorp in Q1 2026 and held it in 2 quarters.
Cornerstone Planning Group's SR Bancorp position peaked at $597 in Q2 2026.
7 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.