Stifel Financial
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Stifel Financial’s SR Bancorp SRBK Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-12,000
Closed -$111K – 3460
2024
Q2 		$111K Hold
12,000
– – ﹤0.01% 3202
2024
Q1 		$113K Hold
12,000
– – ﹤0.01% 3188
2023
Q4 		$115K Hold
12,000
– – ﹤0.01% 3149
2023
Q3 		$104K Buy
+12,000
New +$106K ﹤0.01% 3103

Other funds holding SRBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Stifel Financial's SRBK Position: Q3 2024 in Review

Stifel Financial sold out of SR Bancorp (SRBK) in Q3 2024, closing a stake of 12,000 shares — an estimated $111K sold.

Stifel Financial first reported a position in SRBK in Q3 2023 and held it in 4 quarters. The position peaked at $115K in Q4 2023. 19 funds tracked by Wall St. Rank hold SRBK as of Q3 2024.

  • Stifel Financial reported no remaining SR Bancorp position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 12,000 SR Bancorp shares in Q3 2024, an estimated $111K.
  • Stifel Financial first reported a position in SR Bancorp in Q3 2023 and held it in 4 quarters.
  • Stifel Financial's SR Bancorp position peaked at $115K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held SR Bancorp as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.