Jim Simons
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Jim Simons’s SR Bancorp SRBK Stock Holding History

Jim Simons’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 		$3.46M Sell
176,000
-4,300
-2% -$79.5K ﹤0.01% 1654
2026
Q1 		$3.04M Buy
180,300
+1,000
+0.6% +$16.8K ﹤0.01% 1654
2025
Q4 		$2.82M Sell
179,300
-35,200
-16% -$540K ﹤0.01% 1664
2025
Q3 		$3.24M Buy
214,500
+10,400
+5% +$151K ﹤0.01% 1740
2025
Q2 		$2.76M Buy
204,100
+59,400
+41% +$764K ﹤0.01% 1910
2025
Q1 		$1.73M Sell
144,700
-18,300
-11% -$220K ﹤0.01% 2100
2024
Q4 		$1.94M Sell
163,000
-7,700
-5% -$87.4K ﹤0.01% 2070
2024
Q3 		$1.9M Buy
170,700
+157,273
+1,171% +$1.56M ﹤0.01% 2055
2024
Q2 		$124K Sell
13,427
-11,873
-47% -$109K ﹤0.01% 3145
2024
Q1 		$239K Sell
25,300
-7,700
-23% -$72.8K ﹤0.01% 3169
2023
Q4 		$315K Buy
+33,000
New +$295K ﹤0.01% 2968

Other funds holding SRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jim Simons's SRBK Position: Q2 2026 in Review

Jim Simons reduced its SR Bancorp (SRBK) stake by 2.4% in Q2 2026, selling an estimated $79.5K and leaving 176,000 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Jim Simons first reported a position in SRBK in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Jim Simons held 176,000 shares of SR Bancorp worth $3.46M as of Q2 2026.
  • Jim Simons sold 4,300 SR Bancorp shares in Q2 2026, an estimated $79.5K.
  • SR Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1654 holding.
  • Jim Simons first reported a position in SR Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 58 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.