Security key
85227J106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,660,488
- Total 13F value
- $44,912,153
- Share change
- +84,515
- SEC-reported price per share
- $16.88
- Number of holders
- 69
- Value change
- +$1,490,870
- Number of buys
- 32
- Number of sells
- 22
- Shares outstanding
- 8,412,641
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
69
Top holders
10
SRBK full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
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
Somerset Regal Bank Emplo...
Disclosed value leader
Somerset Regal Bank Emplo...
Comparable rows
15/15
Latest evidence
02 Feb 2026
13D/G
13F
3/4/5
Lead comparable stake: 9%
13D/G row: Somerset Regal Bank Employee Stock Ownership Plan Trust
Showing 1-6 of 15 holder rows.
Quick read
Somerset Regal Bank Employee Stock Ownership Plan Trust leads the comparable SEC ownership view at 9%.
15 of 15 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 Somerset Regal Bank Employee Stock Ownership Plan Trust's linked filing trail.
Comparable ownership
Top 5
Somerset Regal Bank Employee Stoc...
9%
BlackRock, Inc.
5.3%
ALLIANCEBERNSTEIN L.P.
3.7%
Robert Kenneth Mustard
0.01%
VANGUARD GROUP INC
5.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Somerset Regal Bank Employee Stock Ownership Plan Trust |
13D/G
|
9%
|
$12,371,630
757,138 shares
|
$0 | 31 Dec 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$7,371,011
468,298 shares
|
— | 31 Dec 2025 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
3.7%
|
$4,864,281
337,095 shares
|
-$4,760,731 | 30 Jun 2025 |
| Robert Kenneth Mustard |
3/4/5
Director
|
0.01%
|
$21,312
1,250 shares
|
+$19,726 | 02 Feb 2026 |
| VANGUARD GROUP INC |
13F
Company
|
5.5%
|
$7,228,186
459,224 shares
|
— | 31 Dec 2025 |
| Saber Capital Managment, LLC |
13F
Company
|
3.2%
|
$4,269,994
271,283 shares
|
— | 31 Dec 2025 |
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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
69
Shares
2,660,488
Rows available
69
| 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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
63
Q1 2026 holders
69
Holder diff
6
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend