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EverSource Wealth Advisors’s SR Bancorp SRBK Stock Holding History

EverSource Wealth 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 		$335 Buy
17
+13
+325% +$240 ﹤0.01% 4184
2026
Q1 		$68 Hold
4
– – ﹤0.01% 4303
2025
Q4 		$63 Hold
4
– – ﹤0.01% 4153
2025
Q3 		$60 Buy
+4
New +$58 ﹤0.01% 4240

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

EverSource Wealth Advisors's SRBK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SR Bancorp (SRBK) stake by 325% in Q2 2026, buying an estimated $240 and bringing the position to 17 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

EverSource Wealth Advisors first reported a position in SRBK in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of SR Bancorp worth $335 as of Q2 2026.
  • EverSource Wealth Advisors bought 13 SR Bancorp shares in Q2 2026, an estimated $240.
  • SR Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4184 holding.
  • EverSource Wealth Advisors first reported a position in SR Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.