Security key
85227J106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,494,678
- Total 13F value
- $14,284,130
- Share change
- +947,641
- SEC-reported price per share
- $9.56
- Number of holders
- 15
- Value change
- +$9,081,083
- Number of buys
- 12
- Number of sells
- 3
- Shares outstanding
- 8,412,641
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
15
Top holders
10
SRBK full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
SR Bancorp, Inc. SEC filings
SR Bancorp, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 85227J106
Recent filing periods:
Ownership snapshot
Top reported holders of SRBK - SR Bancorp, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
ALLIANCEBERNSTEIN L.P.
Comparable rows
8/9
Latest evidence
30 Sep 2023
13F
3/4/5
Lead comparable stake: 3.1%
1 rows are not safely comparable across share classes.
Showing 1-6 of 9 holder rows.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 3.1%.
8 of 9 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership
Top 5
ALLIANCEBERNSTEIN L.P.
3.1%
M3F, Inc.
1.6%
Benin Management CORP
0.74%
Stilwell Value LLC
0.48%
Upper Left Wealth Management, LLC
0.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 9 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
3.1%
|
$2,243,767
258,946 shares
|
— | 30 Sep 2023 |
| M3F, Inc. |
13F
Company
|
1.6%
|
$1,157,000
133,568 shares
|
— | 30 Sep 2023 |
| Benin Management CORP |
13F
Company
|
0.74%
|
$537,230
62,000 shares
|
— | 30 Sep 2023 |
| Stilwell Value LLC |
13F
Company
|
0.48%
|
$346,600
40,000 shares
|
— | 30 Sep 2023 |
| Upper Left Wealth Management, LLC |
13F
Company
|
0.3%
|
$216,625
25,000 shares
|
— | 30 Sep 2023 |
| STIFEL FINANCIAL CORP |
13F
Company
|
0.14%
|
$103,980
12,000 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
1,494,678
Rows available
15
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
8
Q4 2023 holders
15
Holder diff
7
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend