Wells Fargo
SRBK icon

Wells Fargo’s SR Bancorp SRBK Stock Holding History

Wells Fargo’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 		$46.4K Sell
2,748
-5,539
-67% -$93.2K ﹤0.01% 5476
2025
Q4 		$130K Buy
8,287
+2,412
+41% +$37K ﹤0.01% 5274
2025
Q3 		$88.7K Buy
5,875
+825
+16% +$12K ﹤0.01% 5376
2025
Q2 		$68.2K Buy
+5,050
New +$65K ﹤0.01% 5401
2024
Q2 		– Sell
-65
Closed -$614 – 7430
2024
Q1 		$614 Buy
65
+1
+2% +$9 ﹤0.01% 6244
2023
Q4 		$612 Buy
+64
New +$572 ﹤0.01% 6336

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

Wells Fargo's SRBK Position: Q1 2026 in Review

Wells Fargo reduced its SR Bancorp (SRBK) stake by 67% in Q1 2026, selling an estimated $93.2K and leaving 2,748 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5476.

Wells Fargo first reported a position in SRBK in Q4 2023 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 70 funds tracked by Wall St. Rank hold SRBK as of Q1 2026.

  • Wells Fargo held 2,748 shares of SR Bancorp worth $46.4K as of Q1 2026.
  • Wells Fargo sold 5,539 SR Bancorp shares in Q1 2026, an estimated $93.2K.
  • SR Bancorp made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5476 holding.
  • Wells Fargo first reported a position in SR Bancorp in Q4 2023 and has held it in 6 quarters since.
  • Wells Fargo's SR Bancorp position peaked at $130K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held SR Bancorp as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.