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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
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

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Essential Partners's SRBK Position: Q2 2026 in Review

Essential Partners reduced its SR Bancorp (SRBK) stake by 94% in Q2 2026, selling an estimated $1.61K and leaving 6 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Essential Partners first reported a position in SRBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57K in Q1 2026. 76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Essential Partners held 6 shares of SR Bancorp worth $118 as of Q2 2026.
  • Essential Partners sold 87 SR Bancorp shares in Q2 2026, an estimated $1.61K.
  • SR Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2731 holding.
  • Essential Partners first reported a position in SR Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's SR Bancorp position peaked at $1.57K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.