IFP Advisors
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IFP Advisors’s SR Bancorp SRBK Stock Holding History

IFP 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
Q3 		$1.7K Hold
90
– – ﹤0.01% 4298
2026
Q2 		$1.77K Buy
90
+69
+329% +$1.28K ﹤0.01% 4286
2026
Q1 		$354 Hold
21
– – ﹤0.01% 4504
2025
Q4 		$331 Buy
21
+4
+24% +$61 ﹤0.01% 4379
2025
Q3 		$257 Buy
+17
New +$247 ﹤0.01% 4347

Other funds holding SRBK

Benin Management Corp
Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's SRBK Position: Q3 2026 in Review

IFP Advisors held its SR Bancorp (SRBK) position steady in Q3 2026 at 90 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4298.

IFP Advisors first reported a position in SRBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.77K in Q2 2026. 9 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

  • IFP Advisors held 90 shares of SR Bancorp worth $1.7K as of Q3 2026.
  • IFP Advisors left its SR Bancorp share count unchanged in Q3 2026.
  • SR Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4298 holding.
  • IFP Advisors first reported a position in SR Bancorp in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's SR Bancorp position peaked at $1.77K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.