UBS Group
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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
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 $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

UBS Group's SRBK Position: Q1 2026 in Review

UBS Group increased its SR Bancorp (SRBK) stake by 0.76% in Q1 2026, buying an estimated $4.93K and bringing the position to 38,648 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #5880.

UBS Group first reported a position in SRBK in Q3 2023 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • UBS Group held 38,648 shares of SR Bancorp worth $652K as of Q1 2026.
  • UBS Group bought 293 SR Bancorp shares in Q1 2026, an estimated $4.93K.
  • SR Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5880 holding.
  • UBS Group first reported a position in SR Bancorp in Q3 2023 and has held it in 10 quarters since.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.