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 Q2	$597	Hold	31	–	–	﹤0.01%	1644
2026 Q1	$573	Buy	+31	New	+$521	﹤0.01%	1606

Other funds holding SRBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Planning Group's SRBK Position: Q2 2026 in Review

Cornerstone Planning Group held its SR Bancorp (SRBK) position steady in Q2 2026 at 31 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Cornerstone Planning Group first reported a position in SRBK in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

Cornerstone Planning Group held 31 shares of SR Bancorp worth $597 as of Q2 2026.
Cornerstone Planning Group left its SR Bancorp share count unchanged in Q2 2026.
SR Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1644 holding.
Cornerstone Planning Group first reported a position in SR Bancorp in Q1 2026 and has held it in 2 quarters since.
76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.