RWM
SRBK icon

Ritholtz Wealth Management’s SR Bancorp SRBK Stock Holding History

Ritholtz Wealth Management’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 		$754K Buy
38,305
+18,581
+94% +$343K 0.01% 706
2026
Q1 		$333K Buy
+19,724
New +$332K 0.01% 934

Other funds holding SRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 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

Ritholtz Wealth Management's SRBK Position: Q2 2026 in Review

Ritholtz Wealth Management increased its SR Bancorp (SRBK) stake by 94% in Q2 2026, buying an estimated $343K and bringing the position to 38,305 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #706.

Ritholtz Wealth Management first reported a position in SRBK in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Ritholtz Wealth Management held 38,305 shares of SR Bancorp worth $754K as of Q2 2026.
  • Ritholtz Wealth Management bought 18,581 SR Bancorp shares in Q2 2026, an estimated $343K.
  • SR Bancorp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Ritholtz Wealth Management first reported a position in SR Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.