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SR Bancorp

70 hedge funds and large institutions have $44.9M invested in SR Bancorp in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

11% more funds holding

Funds holding: 6370 (+7)

11% more capital invested

Capital invested by funds: $40.6M → $44.9M (+$4.36M)

1.73% more ownership

Funds ownership: 30.19%31.92% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
21
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$5.69K -$95.8K -5,694 -94%
SCM
52
Sterling Capital Management
North Carolina
$4.14K -$3.04K -181 -42%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$4K -$4.58K -272 -52%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$3.63K +$421 +25 +13%
NSIM
55
North Star Investment Management
Illinois
$3.6K
ACA
56
American Capital Advisory
Idaho
$3.38K
EP
57
Essential Partners
California
$1.57K
C
58
Covestor
United Kingdom
$1K -$1.46K -87 -71%
GI
59
GAMMA Investing
California
$996 +$992 +59 New
CPG
60
Cornerstone Planning Group
New Jersey
$573 +$521 +31 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$557
IA
62
IFP Advisors
Florida
$354
AF
63
Allworth Financial
California
$271 +$135 +8 +100%
UBS AM
64
UBS AM
Illinois
$253 +$252 +15 New
FFA
65
Farther Finance Advisors
California
$171
RFP
66
Root Financial Partners
California
$169 +$168 +10 New
EWA
67
EverSource Wealth Advisors
Alabama
$68
MCM
68
MAI Capital Management
Ohio
$51 +$17 +1 +50%
RIL
69
Rothschild Investment LLC
Illinois
$34
TWD
70
True Wealth Design
Ohio
$17
PHS
71
Pekin Hardy Strauss
Illinois
-$472K -30,000 Closed
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
-$164K -10,428 Closed
Marshall Wace
73
Marshall Wace
United Kingdom
-$161K -10,241 Closed
Bank of America
74
Bank of America
North Carolina
-$89.9K -5,709 Closed
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
-$7.11K -452 Closed

SRBK Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q1 2026, worth a combined $44.9M — up 11% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SRBK positions and 6 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $513K. The largest seller was Saber Capital Management, cutting an estimated $644K.

  • 70 institutional investors held SR Bancorp (SRBK) as of Q1 2026, up from 63 in Q4 2025.
  • Funds reported $44.9M of SR Bancorp stock for Q1 2026, up 11% quarter-over-quarter.
  • 15 funds opened new SR Bancorp positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest SR Bancorp buyer in Q1 2026 was William Blair & Company, an estimated $513K added.
  • The largest SR Bancorp seller in Q1 2026 was Saber Capital Management, an estimated $644K sold.

Based on aggregated 13F filings for Q1 2026.