Root Financial Partners
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Root Financial Partners’s SR Bancorp SRBK Stock Holding History

Root Financial Partners’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 		$339 Buy
+18
New +$352 ﹤0.01% 3364
2026
Q2 		– Sell
-10
Closed -$169 – 2801
2026
Q1 		$169 Buy
+10
New +$168 ﹤0.01% 3186

Other funds holding SRBK

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Benin Management Corp
Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's SRBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in SR Bancorp (SRBK) in Q3 2026: 18 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #3364 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SRBK as recently as Q1 2026.

Root Financial Partners first reported a position in SRBK in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SRBK as of Q3 2026.

  • Root Financial Partners held 18 shares of SR Bancorp worth $339 as of Q3 2026.
  • SR Bancorp was a new Root Financial Partners position in Q3 2026.
  • SR Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3364 holding.
  • Root Financial Partners first reported a position in SR Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.