IWC
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Integrated Wealth Concepts’s SR Bancorp SRBK Stock Holding History

Integrated Wealth Concepts’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 		$1.79K Buy
+91
New +$1.68K ﹤0.01% 5383

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

Integrated Wealth Concepts's SRBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SR Bancorp (SRBK) in Q2 2026: 91 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #5383 among its holdings.

76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Integrated Wealth Concepts held 91 shares of SR Bancorp worth $1.79K as of Q2 2026.
  • SR Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • SR Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5383 holding.
  • 76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.