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Stilwell Value’s SR Bancorp SRBK Stock Holding History

Stilwell Value’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 		– Sell
-20,000
Closed -$338K – 26
2026
Q1 		$338K Sell
20,000
-20,000
-50% -$336K 0.2% 18
2025
Q4 		$630K Hold
40,000
– – 0.35% 17
2025
Q3 		$604K Hold
40,000
– – 0.27% 19
2025
Q2 		$540K Hold
40,000
– – 0.26% 19
2025
Q1 		$477K Hold
40,000
– – 0.25% 18
2024
Q4 		$476K Hold
40,000
– – 0.24% 20
2024
Q3 		$446K Hold
40,000
– – 0.21% 21
2024
Q2 		$370K Hold
40,000
– – 0.19% 22
2024
Q1 		$378K Hold
40,000
– – 0.2% 21
2023
Q4 		$382K Hold
40,000
– – 0.2% 21
2023
Q3 		$347K Buy
+40,000
New +$354K 0.19% 25

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

Stilwell Value's SRBK Position: Q2 2026 in Review

Stilwell Value sold out of SR Bancorp (SRBK) in Q2 2026, closing a stake of 20,000 shares — an estimated $338K sold.

Stilwell Value first reported a position in SRBK in Q3 2023 and held it in 11 quarters. The position peaked at $630K in Q4 2025. 75 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • Stilwell Value reported no remaining SR Bancorp position as of Q2 2026 after selling out during the quarter.
  • Stilwell Value sold 20,000 SR Bancorp shares in Q2 2026, an estimated $338K.
  • Stilwell Value first reported a position in SR Bancorp in Q3 2023 and held it in 11 quarters.
  • Stilwell Value's SR Bancorp position peaked at $630K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on Stilwell Value's 13F filing for Q2 2026, filed 7 Aug 2026.