Essential Partners’s SR Bancorp SRBK Stock Holding History

Essential Partners’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	$113	Hold	6	–	–	﹤0.01%	2681
2026 Q2	$118	Sell	6 -87	-94%	-$1.61K	﹤0.01%	2731
2026 Q1	$1.57K	Hold	93	–	–	﹤0.01%	2093
2025 Q4	$1.46K	Buy	93 +5	+6%	+$77	﹤0.01%	1905
2025 Q3	$1.33K	Buy	+88	New	+$1.28K	﹤0.01%	1935

Other funds holding SRBK

Maryland Capital Advisors Chester, Maryland $319M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's SRBK Position: Q3 2026 in Review

Essential Partners held its SR Bancorp (SRBK) position steady in Q3 2026 at 6 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Essential Partners first reported a position in SRBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.57K in Q1 2026. 7 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

Essential Partners held 6 shares of SR Bancorp worth $113 as of Q3 2026.
Essential Partners left its SR Bancorp share count unchanged in Q3 2026.
SR Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2681 holding.
Essential Partners first reported a position in SR Bancorp in Q3 2025 and has held it in 5 quarters since.
Essential Partners's SR Bancorp position peaked at $1.57K in Q1 2026.
7 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.