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MassMutual Private Wealth & Trust’s SR Bancorp SRBK Stock Holding History

MassMutual Private Wealth & Trust’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 		$413 Sell
21
-12
-36% -$222 ﹤0.01% 2301
2026
Q1 		$557 Hold
33
– – ﹤0.01% 2214
2025
Q4 		$519 Hold
33
– – ﹤0.01% 2232
2025
Q3 		$498 Buy
+33
New +$480 ﹤0.01% 2240

Other funds holding SRBK

BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MassMutual Private Wealth & Trust's SRBK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its SR Bancorp (SRBK) stake by 36% in Q2 2026, selling an estimated $222 and leaving 21 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

MassMutual Private Wealth & Trust first reported a position in SRBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $557 in Q1 2026. 5 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 21 shares of SR Bancorp worth $413 as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 12 SR Bancorp shares in Q2 2026, an estimated $222.
  • SR Bancorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2301 holding.
  • MassMutual Private Wealth & Trust first reported a position in SR Bancorp in Q3 2025 and has held it in 4 quarters since.
  • MassMutual Private Wealth & Trust's SR Bancorp position peaked at $557 in Q1 2026.
  • 5 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.