Dimensional Fund Advisors
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Dimensional Fund Advisors's SRBK Position: Q2 2026 in Review

Dimensional Fund Advisors increased its SR Bancorp (SRBK) stake by 59% in Q2 2026, buying an estimated $995K and bringing the position to 144,961 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Dimensional Fund Advisors first reported a position in SRBK in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Dimensional Fund Advisors held 144,961 shares of SR Bancorp worth $2.85M as of Q2 2026.
  • Dimensional Fund Advisors bought 53,857 SR Bancorp shares in Q2 2026, an estimated $995K.
  • SR Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2658 holding.
  • Dimensional Fund Advisors first reported a position in SR Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.