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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
Q1 		$573 Buy
+31
New +$521 ﹤0.01% 1606

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

Cornerstone Planning Group's SRBK Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in SR Bancorp (SRBK) in Q1 2026: 31 shares worth $573. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings.

70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Cornerstone Planning Group held 31 shares of SR Bancorp worth $573 as of Q1 2026.
  • SR Bancorp was a new Cornerstone Planning Group position in Q1 2026.
  • SR Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1606 holding.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.