TWD
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True Wealth Design’s SR Bancorp SRBK Stock Holding History

True Wealth Design’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
-1
Closed -$17 – 2873
2026
Q1 		$17 Hold
1
– – ﹤0.01% 2652
2025
Q4 		$16 Sell
1
-2
-67% -$31 ﹤0.01% 2495
2025
Q3 		$46 Buy
+3
New +$44 ﹤0.01% 2587

Other funds holding SRBK

BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's SRBK Position: Q2 2026 in Review

True Wealth Design sold out of SR Bancorp (SRBK) in Q2 2026, closing a stake of 1 share — an estimated $17 sold.

True Wealth Design first reported a position in SRBK in Q3 2025 and held it in 3 quarters. The position peaked at $46 in Q3 2025. 5 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • True Wealth Design reported no remaining SR Bancorp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 SR Bancorp share in Q2 2026, an estimated $17.
  • True Wealth Design first reported a position in SR Bancorp in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's SR Bancorp position peaked at $46 in Q3 2025.
  • 5 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.