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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return

EverSource Wealth Advisors's SRBK Position: Q1 2026 in Review

EverSource Wealth Advisors held its SR Bancorp (SRBK) position steady in Q1 2026 at 4 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #4303.

EverSource Wealth Advisors first reported a position in SRBK in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • EverSource Wealth Advisors held 4 shares of SR Bancorp worth $68 as of Q1 2026.
  • EverSource Wealth Advisors left its SR Bancorp share count unchanged in Q1 2026.
  • SR Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4303 holding.
  • EverSource Wealth Advisors first reported a position in SR Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.