- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,412,641
- Total 13F shares
- 69
- Share change
- +59
- Total reported value
- $1,167
- Price per share
- $16.99
- Number of holders
- 2
- Value change
- +$996
- Number of buys
- 1
Quarterly Holders Quick Answers
What is CUSIP 85227J106?
CUSIP 85227J106 identifies SRBK - SR Bancorp, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 85227J106:
Top shareholders of SRBK - SR Bancorp, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Somerset Regal Bank Employee Stock Ownership Plan Trust |
13D/G
|
— |
9%
|
757,138
|
$12,371,630 | $0 | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
5.3%
from 13D/G
|
468,298
|
$7,371,011 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.5%
|
459,224
|
$7,228,186 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
— |
3.7%
|
337,095
|
$4,864,281 | -$4,760,731 | 30 Jun 2025 | |
| Saber Capital Managment, LLC |
13F
|
Company |
3.2%
|
271,283
|
$4,269,994 | — | 31 Dec 2025 | |
| David M. Orbach |
3/4/5
|
Executive Chair, Director |
—
mixed-class rows
|
300,560
mixed-class rows
|
$4,037,783 | +$98,935 | 30 Jan 2026 | |
| William P. Taylor |
3/4/5
|
CEO, Director |
—
mixed-class rows
|
219,736
mixed-class rows
|
$3,297,917 | +$41,473 | 02 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
2.1%
|
179,300
|
$2,822,182 | — | 31 Dec 2025 | |
| MANGROVE PARTNERS IM, LLC |
13F
|
Company |
2%
|
170,402
|
$2,682,127 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
168,751
|
$2,656,644 | — | 31 Dec 2025 | |
| Thomas Lupo |
3/4/5
|
Director |
—
mixed-class rows
|
91,554
mixed-class rows
|
$1,518,162 | +$41,921 | 23 Feb 2026 | |
| Christopher J. Pribula |
3/4/5
|
President and COO, Director |
—
mixed-class rows
|
95,385
mixed-class rows
|
$1,469,879 | +$27,484 | 17 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1%
|
85,380
|
$1,341,000 | — | 31 Dec 2025 | |
| Mary E. Davey |
3/4/5
|
Director |
—
mixed-class rows
|
76,509
mixed-class rows
|
$1,304,762 | +$5,218 | 06 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
0.96%
|
80,826
|
$1,276,233 | — | 31 Dec 2025 | |
| Harris M. Faqueri |
3/4/5
|
SVP and CFO |
—
mixed-class rows
|
69,110
mixed-class rows
|
$1,163,702 | +$49,200 | 19 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.76%
|
63,891
|
$1,005,608 | — | 31 Dec 2025 | |
| Neil C. Viotto |
3/4/5
|
EVP and COO |
—
mixed-class rows
|
56,738
mixed-class rows
|
$988,118 | +$16,829 | 03 Mar 2026 | |
| Covalent Partners LLC |
13F
|
Company |
0.71%
|
60,000
|
$944,400 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.6%
|
50,107
|
$788,684 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.56%
|
46,860
|
$737,576 | — | 31 Dec 2025 | |
| Stilwell Value LLC |
13F
|
Company |
0.48%
|
40,000
|
$629,600 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.46%
|
38,355
|
$603,708 | — | 31 Dec 2025 | |
| James Castelletti |
3/4/5
|
SVP-Sr. Comm. Lending Officer |
—
mixed-class rows
|
34,391
mixed-class rows
|
$550,124 | — | 29 Jan 2026 | |
| Marc Lebovitz |
3/4/5
|
Director |
—
mixed-class rows
|
97,054
mixed-class rows
|
$532,286 | — | 21 Nov 2024 | |
| STRS OHIO |
13F
|
Company |
0.39%
|
32,700
|
$514,698 | — | 31 Dec 2025 | |
| Douglas M. Sonier |
3/4/5
|
Director |
—
mixed-class rows
|
91,554
mixed-class rows
|
$473,161 | — | 21 Nov 2024 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.36%
|
30,000
|
$472,200 | — | 31 Dec 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.34%
|
28,404
|
$447,079 | — | 31 Dec 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
0.32%
|
27,100
|
$426,554 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.28%
|
23,547
|
$370,630 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.27%
|
22,931
|
$360,934 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.25%
|
21,051
|
$331,343 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.24%
|
19,871
|
$312,770 | — | 31 Dec 2025 | |
| John W. Mooney |
3/4/5
|
Director |
—
mixed-class rows
|
76,554
mixed-class rows
|
$311,911 | — | 21 Nov 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.23%
|
19,647
|
$309,244 | — | 31 Dec 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.19%
|
16,124
|
$253,792 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.15%
|
12,745
|
$200,606 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
11,601
|
$182,599 | — | 31 Dec 2025 | |
| Oppenheimer & Close, LLC |
13F
|
Company |
0.12%
|
10,514
|
$165,490 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.12%
|
10,428
|
$164,137 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.12%
|
10,241
|
$161,192 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.11%
|
9,466
|
$148,994 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.1%
|
8,287
|
$130,437 | — | 31 Dec 2025 | |
| James R. Silkensen |
3/4/5
|
Director |
—
class O/S missing
|
10,000
|
$97,592 | — | 19 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.07%
|
6,128
|
$96,449 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.07%
|
6,031
|
$94,928 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.07%
|
5,709
|
$89,860 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.06%
|
4,709
|
$74,119 | — | 31 Dec 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.04%
|
3,567
|
$56,145 | — | 31 Dec 2025 |
Institutional Holders of SR Bancorp, Inc. - Common Stock (SRBK) as of Q1 2026
As of 31 Mar 2026,
SR Bancorp, Inc. - Common Stock (SRBK) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
69 shares.
The largest 2 holders included
GAMMA Investing LLC and Farther Finance Advisors, LLC.
This page lists
2
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
61
Q1 2026 holders
2
Holder diff
-59
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.