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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return

Stilwell Value's SRBK Position: Q1 2026 in Review

Stilwell Value reduced its SR Bancorp (SRBK) stake by 50% in Q1 2026, selling an estimated $336K and leaving 20,000 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #18.

Stilwell Value first reported a position in SRBK in Q3 2023 and has held it in 11 quarters since. The position peaked at $630K in Q4 2025. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Stilwell Value held 20,000 shares of SR Bancorp worth $338K as of Q1 2026.
  • Stilwell Value sold 20,000 SR Bancorp shares in Q1 2026, an estimated $336K.
  • SR Bancorp made up 0.2% of Stilwell Value's portfolio in Q1 2026, its #18 holding.
  • Stilwell Value first reported a position in SR Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Stilwell Value's SR Bancorp position peaked at $630K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.