Marshall Wace
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Marshall Wace’s SR Bancorp SRBK Stock Holding History

Marshall Wace’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 		– Sell
-10,241
Closed -$161K – 3653
2025
Q4 		$161K Sell
10,241
-11,949
-54% -$183K ﹤0.01% 2637
2025
Q3 		$335K Sell
22,190
-9,948
-31% -$145K ﹤0.01% 2383
2025
Q2 		$434K Buy
+32,138
New +$413K ﹤0.01% 2196

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

Marshall Wace's SRBK Position: Q1 2026 in Review

Marshall Wace sold out of SR Bancorp (SRBK) in Q1 2026, closing a stake of 10,241 shares — an estimated $161K sold.

Marshall Wace first reported a position in SRBK in Q2 2025 and held it in 3 quarters. The position peaked at $434K in Q2 2025. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Marshall Wace reported no remaining SR Bancorp position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 10,241 SR Bancorp shares in Q1 2026, an estimated $161K.
  • Marshall Wace first reported a position in SR Bancorp in Q2 2025 and held it in 3 quarters.
  • Marshall Wace's SR Bancorp position peaked at $434K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.