SR Bancorp Inc (SRBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares165,519 from 144,961

Change+20,558 (+14%)

Value$3.1M (+$267.6K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares44,000 from 32,700

Change+11,300 (+35%)

Value$829.4K (+$185.9K)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares22,794 from 21,706

Change+1,088 (+5%)

Value$429.7K (+$2.5K)

Filed 2026-11-05

Benin Management Corp

UNCHANGED

Shares11,533 from 11,533

Change0 (0%)

Value$217.4K (-$9.6K)

Filed 2026-10-22

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares2,096 from 2,854

Change-758 (-27%)

Value$39.5K (-$16.7K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares962 from 3,248

Change-2,286 (-70%)

Value$18.1K (-$45.8K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares510 from 533

Change-23 (-4%)

Value$10 (-$1)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares399 from 399

Change0 (0%)

Value$7.5K (-$331)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares334 from 188

Change+146 (+78%)

Value$6.3K (+$2.6K)

Filed 2026-10-08

Parkside Financial Bank & Trust

NEW

Shares283

Change+283

Value$5.3K

Filed 2026-10-27

North Star Investment Management Corp.

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$4.0K (-$177)

Filed 2026-10-27

American Capital Advisory, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$3.8K (-$166)

Filed 2026-10-28

Sterling Capital Management LLC

DECREASED

Shares129 from 136

Change-7 (-5%)

Value$2.4K (-$244)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$1.7K (-$74)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares39 from 1

Change+38 (+3800%)

Value$736 (+$716)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares34 from 20

Change+14 (+70%)

Value$641 (+$248)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares24 from 17

Change+7 (+41%)

Value$453 (+$118)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$396 (-$17)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares18

Change+18

Value$339

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$113 (-$5)

Filed 2026-10-14

Cornerstone Planning Group LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$597)

Filed 2026-10-16

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$532)

Filed 2026-10-20

BlackRock, Inc.

N/A

Shares— from 497,081

Change-497,081 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 298,855

Change-298,855 (-100%)

Value—

Saber Capital Managment, LLC

N/A

Shares— from 208,552

Change-208,552 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 176,000

Change-176,000 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 170,842

Change-170,842 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 170,402

Change-170,402 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 146,860

Change-146,860 (-100%)

Value—

State Street Corp

N/A

Shares— from 81,842

Change-81,842 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 54,301

Change-54,301 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 50,412

Change-50,412 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 49,284

Change-49,284 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 48,600

Change-48,600 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 47,533

Change-47,533 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 47,218

Change-47,218 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 44,465

Change-44,465 (-100%)

Value—

Ritholtz Wealth Management

N/A

Shares— from 38,305

Change-38,305 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 35,385

Change-35,385 (-100%)

Value—

UBS Group AG

N/A

Shares— from 34,567

Change-34,567 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 32,231

Change-32,231 (-100%)

Value—

Blair William & Co

N/A

Shares— from 30,510

Change-30,510 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 30,303

Change-30,303 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 25,766

Change-25,766 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 23,428

Change-23,428 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 20,871

Change-20,871 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 19,005

Change-19,005 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 14,664

Change-14,664 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 14,593

Change-14,593 (-100%)

Value—

Oppenheimer & Close, LLC

N/A

Shares— from 13,913

Change-13,913 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,843

Change-13,843 (-100%)

Value—

Arcus Capital Partners, LLC

N/A

Shares— from 13,317

Change-13,317 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 13,140

Change-13,140 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 12,668

Change-12,668 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 10,387

Change-10,387 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 10,112

Change-10,112 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 6,858

Change-6,858 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,885

Change-5,885 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,749

Change-5,749 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,693

Change-3,693 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,236

Change-3,236 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,184

Change-2,184 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,274

Change-1,274 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,222

Change-1,222 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,076

Change-1,076 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,067

Change-1,067 (-100%)

Value—

FMR LLC

N/A

Shares— from 932

Change-932 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 804

Change-804 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 705

Change-705 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 599

Change-599 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 363

Change-363 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 179

Change-179 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 97

Change-97 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 28

Change-28 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	165,519	144,961	+20,558	+14%	$2.9M	$3.1M	+$267.6K	2026-11-04
Strs Ohio	INCREASED	44,000	32,700	+11,300	+35%	$643.5K	$829.4K	+$185.9K	2026-10-30
Bank of New York Mellon Corp	INCREASED	22,794	21,706	+1,088	+5%	$427.2K	$429.7K	+$2.5K	2026-11-05
Benin Management Corp	UNCHANGED	11,533	11,533	0	0%	$227.0K	$217.4K	-$9.6K	2026-10-22
Mirae Asset Global Investments Co., Ltd.	DECREASED	2,096	2,854	-758	-27%	$56.2K	$39.5K	-$16.7K	2026-11-03
Citigroup Inc	DECREASED	962	3,248	-2,286	-70%	$63.9K	$18.1K	-$45.8K	2026-11-04
Covestor Ltd	DECREASED	510	533	-23	-4%	$11	$10	-$1	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	399	399	0	0%	$7.9K	$7.5K	-$331	2026-10-15
Gamma Investing LLC	INCREASED	334	188	+146	+78%	$3.7K	$6.3K	+$2.6K	2026-10-08
Parkside Financial Bank & Trust	NEW	283	—	+283	—	—	$5.3K	—	2026-10-27
North Star Investment Management Corp.	UNCHANGED	213	213	0	0%	$4.2K	$4.0K	-$177	2026-10-27
American Capital Advisory, LLC	UNCHANGED	200	200	0	0%	$3.9K	$3.8K	-$166	2026-10-28
Sterling Capital Management LLC	DECREASED	129	136	-7	-5%	$2.7K	$2.4K	-$244	2026-10-22
IFP Advisors, Inc	UNCHANGED	90	90	0	0%	$1.8K	$1.7K	-$74	2026-10-16
SJS Investment Consulting Inc.	INCREASED	39	1	+38	+3800%	$20	$736	+$716	2026-10-26
Farther Finance Advisors, LLC	INCREASED	34	20	+14	+70%	$393	$641	+$248	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	24	17	+7	+41%	$335	$453	+$118	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	21	21	0	0%	$413	$396	-$17	2026-10-05
Root Financial Partners, LLC	NEW	18	—	+18	—	—	$339	—	2026-10-21
Essential Partners LLC	UNCHANGED	6	6	0	0%	$118	$113	-$5	2026-10-14
Cornerstone Planning Group LLC	CLOSED	0	31	-31	-100%	$597	$0	-$597	2026-10-16
Physician Wealth Advisors, Inc.	CLOSED	0	27	-27	-100%	$532	$0	-$532	2026-10-20
BlackRock, Inc.	N/A	—	497,081	-497,081	-100%	$9.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	298,855	-298,855	-100%	$5.9M	—	—	—
Saber Capital Managment, LLC	N/A	—	208,552	-208,552	-100%	$4.1M	—	—	—
Renaissance Technologies LLC	N/A	—	176,000	-176,000	-100%	$3.5M	—	—	—
Geode Capital Management, LLC	N/A	—	170,842	-170,842	-100%	$3.4M	—	—	—
Mangrove Partners IM, LLC	N/A	—	170,402	-170,402	-100%	$3.4M	—	—	—
Acadian Asset Management LLC	N/A	—	146,860	-146,860	-100%	$2.9M	—	—	—
State Street Corp	N/A	—	81,842	-81,842	-100%	$1.6M	—	—	—
Northern Trust Corp	N/A	—	54,301	-54,301	-100%	$1.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	50,412	-50,412	-100%	$992.1K	—	—	—
Two Sigma Investments, LP	N/A	—	49,284	-49,284	-100%	$969.9K	—	—	—
Ancora Advisors LLCA	N/A	—	48,600	-48,600	-100%	$956.4K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	47,533	-47,533	-100%	$935.4K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	47,218	-47,218	-100%	$929.3K	—	—	—
Marshall Wace, LLP	N/A	—	44,465	-44,465	-100%	$875.1K	—	—	—
Ritholtz Wealth Management	N/A	—	38,305	-38,305	-100%	$753.8K	—	—	—
Panagora Asset Management Inc	N/A	—	35,385	-35,385	-100%	$696.4K	—	—	—
UBS Group AG	N/A	—	34,567	-34,567	-100%	$680.3K	—	—	—
Citadel Advisors LLC	N/A	—	32,231	-32,231	-100%	$634.3K	—	—	—
Blair William & Co	N/A	—	30,510	-30,510	-100%	$600.4K	—	—	—
Nuveen, LLC	N/A	—	30,303	-30,303	-100%	$596.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	25,766	-25,766	-100%	$506.5K	—	—	—
Squarepoint Ops LLC	N/A	—	23,428	-23,428	-100%	$461.1K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	20,871	-20,871	-100%	$410.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	19,005	-19,005	-100%	$374.0K	—	—	—
Morgan Stanley	N/A	—	14,664	-14,664	-100%	$288.6K	—	—	—
AQR Capital Management LLC	N/A	—	14,593	-14,593	-100%	$287.2K	—	—	—
Oppenheimer & Close, LLC	N/A	—	13,913	-13,913	-100%	$273.8K	—	—	—
XTX Topco Ltd	N/A	—	13,843	-13,843	-100%	$272.4K	—	—	—
Arcus Capital Partners, LLC	N/A	—	13,317	-13,317	-100%	$262.1K	—	—	—
Trexquant Investment LP	N/A	—	13,140	-13,140	-100%	$258.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	12,668	-12,668	-100%	$249.3K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	10,387	-10,387	-100%	$204.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	10,112	-10,112	-100%	$199.0K	—	—	—
Deutsche Bank Ag\	N/A	—	6,858	-6,858	-100%	$135.0K	—	—	—
Wells Fargo & Company	N/A	—	5,885	-5,885	-100%	$115.8K	—	—	—
Rhumbline Advisers	N/A	—	5,749	-5,749	-100%	$113.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,693	-3,693	-100%	$72.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,400	-3,400	-100%	$66.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,236	-3,236	-100%	$63.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,184	-2,184	-100%	$43.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,274	-1,274	-100%	$25.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,222	-1,222	-100%	$24.0K	—	—	—
New York State Common Retirement Fund	N/A	—	1,076	-1,076	-100%	$21.2K	—	—	—
Barclays PLC	N/A	—	1,067	-1,067	-100%	$21.0K	—	—	—
FMR LLC	N/A	—	932	-932	-100%	$18.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	804	-804	-100%	$15.8K	—	—	—
Legal & General Group Plc	N/A	—	705	-705	-100%	$13.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	599	-599	-100%	$11.8K	—	—	—
Royal Bank of Canada	N/A	—	363	-363	-100%	$7.0K	—	—	—
Arax Advisory Partners	N/A	—	179	-179	-100%	$3.5K	—	—	—
California State Teachers Retirement System	N/A	—	97	-97	-100%	$1.9K	—	—	—
Allworth Financial LP	N/A	—	28	-28	-100%	$552	—	—	—
UBS Asset Management Americas LLC	N/A	—	15	-15	-100%	$295	—	—	—
Rothschild Investment LLC	N/A	—	4	-4	-100%	$79	—	—	—

Showing 77 of 77 institutions