UBS Group
SRBK icon

UBS Group’s SR Bancorp SRBK Stock Holding History

UBS Group’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 		$680K Sell
34,567
-4,081
-11% -$75.4K ﹤0.01% 6040
2026
Q1 		$652K Buy
38,648
+293
+0.8% +$4.93K ﹤0.01% 5880
2025
Q4 		$604K Buy
38,355
+12,794
+50% +$196K ﹤0.01% 5963
2025
Q3 		$386K Buy
25,561
+14,660
+134% +$213K ﹤0.01% 6269
2025
Q2 		$147K Buy
10,901
+6,708
+160% +$86.3K ﹤0.01% 6935
2025
Q1 		$50K Sell
4,193
-806
-16% -$9.67K ﹤0.01% 7592
2024
Q4 		$59.5K Buy
4,999
+4,985
+35,607% +$56.6K ﹤0.01% 7186
2024
Q3 		$156 Sell
14
-39,205
-100% -$389K ﹤0.01% 9104
2024
Q2 		$363K Buy
39,219
+38,645
+6,733% +$356K ﹤0.01% 5240
2024
Q1 		$5.42K Buy
+574
New +$5.43K ﹤0.01% 7544
2023
Q4 		– Sell
-4,966
Closed -$43K – 9851
2023
Q3 		$43K Buy
+4,966
New +$44K ﹤0.01% 6388

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

UBS Group's SRBK Position: Q2 2026 in Review

UBS Group reduced its SR Bancorp (SRBK) stake by 11% in Q2 2026, selling an estimated $75.4K and leaving 34,567 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #6040.

UBS Group first reported a position in SRBK in Q3 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold SRBK as of Q2 2026.

  • UBS Group held 34,567 shares of SR Bancorp worth $680K as of Q2 2026.
  • UBS Group sold 4,081 SR Bancorp shares in Q2 2026, an estimated $75.4K.
  • SR Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6040 holding.
  • UBS Group first reported a position in SR Bancorp in Q3 2023 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held SR Bancorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.