Physician Wealth Advisors’s SR Bancorp SRBK Stock Holding History

Physician Wealth Advisors’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	$532	Buy	+27	New	+$499	﹤0.01%	2095

Other funds holding SRBK

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $312M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Physician Wealth Advisors's SRBK Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in SR Bancorp (SRBK) in Q2 2026: 27 shares worth $532. The stake represents ﹤0.01% of the portfolio and ranks #2095 among its holdings.

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

Physician Wealth Advisors held 27 shares of SR Bancorp worth $532 as of Q2 2026.
SR Bancorp was a new Physician Wealth Advisors position in Q2 2026.
SR Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2095 holding.
11 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.