Ritholtz Wealth Management
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
Q3 		$755K Buy
40,055
+1,750
+5% +$34.2K 0.01% 732
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Ritholtz Wealth Management's SRBK Position: Q3 2026 in Review

Ritholtz Wealth Management increased its SR Bancorp (SRBK) stake by 4.6% in Q3 2026, buying an estimated $34.2K and bringing the position to 40,055 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #732.

Ritholtz Wealth Management first reported a position in SRBK in Q1 2026 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

  • Ritholtz Wealth Management held 40,055 shares of SR Bancorp worth $755K as of Q3 2026.
  • Ritholtz Wealth Management bought 1,750 SR Bancorp shares in Q3 2026, an estimated $34.2K.
  • SR Bancorp made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #732 holding.
  • Ritholtz Wealth Management first reported a position in SR Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.