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Summit Wealth Group (Colorado)’s SR Bancorp SRBK Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-19,822
Closed -$1.14M – 452
2025
Q3 		$1.14M Buy
+19,822
New +$288K 0.18% 88

Other funds holding SRBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SRBK Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SR Bancorp (SRBK) in Q4 2025, closing a stake of 19,822 shares — an estimated $1.14M sold.

Summit Wealth Group (Colorado) first reported a position in SRBK in Q3 2025 and held it in 1 quarter. The position peaked at $1.14M in Q3 2025. 63 funds tracked by Wall St. Rank hold SRBK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SR Bancorp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 19,822 SR Bancorp shares in Q4 2025, an estimated $1.14M.
  • Summit Wealth Group (Colorado) first reported a position in SR Bancorp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SR Bancorp position peaked at $1.14M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held SR Bancorp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.