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Covestor’s SR Bancorp SRBK Stock Holding History

Covestor’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 		$1K Sell
35
-87
-71% -$1.46K ﹤0.01% 2148
2025
Q4 		$2K Buy
+122
New +$1.87K ﹤0.01% 1956

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

Covestor's SRBK Position: Q1 2026 in Review

Covestor reduced its SR Bancorp (SRBK) stake by 71% in Q1 2026, selling an estimated $1.46K and leaving 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Covestor first reported a position in SRBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2K in Q4 2025. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Covestor held 35 shares of SR Bancorp worth $1K as of Q1 2026.
  • Covestor sold 87 SR Bancorp shares in Q1 2026, an estimated $1.46K.
  • SR Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2148 holding.
  • Covestor first reported a position in SR Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Covestor's SR Bancorp position peaked at $2K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.