Dimensional Fund Advisors
SRBK icon

Dimensional Fund Advisors’s SR Bancorp SRBK Stock Holding History

Dimensional Fund Advisors’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 		$3.12M Buy
165,519
+20,558
+14% +$402K ﹤0.01% 2617
2026
Q2 		$2.85M Buy
144,961
+53,857
+59% +$995K ﹤0.01% 2658
2026
Q1 		$1.54M Buy
91,104
+27,213
+43% +$458K ﹤0.01% 2757
2025
Q4 		$1.01M Buy
63,891
+14,183
+29% +$218K ﹤0.01% 2859
2025
Q3 		$750K Sell
49,708
-5,667
-10% -$82.5K ﹤0.01% 2933
2025
Q2 		$748K Buy
55,375
+42,430
+328% +$546K ﹤0.01% 2931
2025
Q1 		$155K Buy
+12,945
New +$155K ﹤0.01% 3157

Other funds holding SRBK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Dimensional Fund Advisors's SRBK Position: Q3 2026 in Review

Dimensional Fund Advisors increased its SR Bancorp (SRBK) stake by 14% in Q3 2026, buying an estimated $402K and bringing the position to 165,519 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Dimensional Fund Advisors first reported a position in SRBK in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

  • Dimensional Fund Advisors held 165,519 shares of SR Bancorp worth $3.12M as of Q3 2026.
  • Dimensional Fund Advisors bought 20,558 SR Bancorp shares in Q3 2026, an estimated $402K.
  • SR Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2617 holding.
  • Dimensional Fund Advisors first reported a position in SR Bancorp in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.