Morgan Stanley
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Morgan Stanley’s SR Bancorp SRBK Stock Holding History

Morgan Stanley’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 		$254K Sell
15,058
-4,813
-24% -$81K ﹤0.01% 5775
2025
Q4 		$313K Buy
19,871
+1,836
+10% +$28.2K ﹤0.01% 5738
2025
Q3 		$272K Sell
18,035
-1,647
-8% -$24K ﹤0.01% 5760
2025
Q2 		$266K Buy
19,682
+19,076
+3,148% +$245K ﹤0.01% 5735
2025
Q1 		$7.23K Buy
+606
New +$7.27K ﹤0.01% 6900
2024
Q4 		– Sell
-3,386
Closed -$37.8K – 8082
2024
Q3 		$37.8K Buy
+3,386
New +$33.6K ﹤0.01% 6293

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

Morgan Stanley's SRBK Position: Q1 2026 in Review

Morgan Stanley reduced its SR Bancorp (SRBK) stake by 24% in Q1 2026, selling an estimated $81K and leaving 15,058 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #5775.

Morgan Stanley first reported a position in SRBK in Q3 2024 and has held it in 6 quarters since. The position peaked at $313K in Q4 2025. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Morgan Stanley held 15,058 shares of SR Bancorp worth $254K as of Q1 2026.
  • Morgan Stanley sold 4,813 SR Bancorp shares in Q1 2026, an estimated $81K.
  • SR Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5775 holding.
  • Morgan Stanley first reported a position in SR Bancorp in Q3 2024 and has held it in 6 quarters since.
  • Morgan Stanley's SR Bancorp position peaked at $313K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.