SR BANCORP INC SRBK
COM · Common Stock · CUSIP 85227J106
- SectorFinancials
- IndustrySavings Institutions, Not Federally Chartered
- HeadquartersBound Brook, NJ
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($253 this quarter). Holder counts are more reliable. Shares outstanding: 8.1m as of 2026-05-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.88.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 9 |
| Q4 2023 | 17 |
| Q1 2024 | 16 |
| Q2 2024 | 16 |
| Q3 2024 | 20 |
| Q4 2024 | 19 |
| Q1 2025 | 23 |
| Q2 2025 | 42 |
| Q3 2025 | 57 |
| Q4 2025 | 63 |
| Q1 2026 | 70 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 7 | 6 |
| Q3 2024 | 10 | 7 |
| Q4 2024 | 8 | 11 |
| Q1 2025 | 11 | 9 |
| Q2 2025 | 33 | 10 |
| Q3 2025 | 34 | 20 |
| Q4 2025 | 33 | 21 |
| Q1 2026 | 32 | 24 |
Biggest buyers
| BLAIR WILLIAM & CO/IL | New | +30.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +27.2k |
| Squarepoint Ops LLC | New | +26.6k |
| RAYMOND JAMES FINANCIAL INC | New | +24.3k |
| Ancora Advisors LLC | Added | +20.4k |
| RITHOLTZ WEALTH MANAGEMENT | New | +19.7k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +18.5k |
| Russell Investments Group, Ltd. | Added | +15.2k |
| GOLDMAN SACHS GROUP INC | Added | +14.8k |
| XTX Topco Ltd | New | +12.5k |
Biggest sellers
| Saber Capital Managment, LLC | Reduced | -38.3k |
| Pekin Hardy Strauss, Inc. | Sold out | -30.0k |
| STILWELL VALUE LLC | Reduced | -20.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -10.4k |
| MARSHALL WACE, LLP | Sold out | -10.2k |
| Nuveen, LLC | Reduced | -10.0k |
| BARCLAYS PLC | Reduced | -9.7k |
| BlackRock, Inc. | Reduced | -9.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -6.3k |
| BANK OF AMERICA CORP /DE/ | Sold out | -5.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Somerset Regal Bank Employee Stock Ownership Plan Trust 13G · institution new · filed 2026-02-17 | 9.0% |
| BlackRock, Inc. 13G · institution new · filed 2025-10-17 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 4 | $275.2k | 0 | — | — |
| Q3 2024 | 4 | $447.6k | 0 | — | — |
| Q4 2024 | 2 | $129.8k | 0 | — | — |
| Q1 2025 | 5 | $197.9k | 0 | — | — |
| Q2 2025 | 4 | $162.8k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 3 | $46.0k | 0 | — | — |
| Q1 2026 | 5 | $92.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | Faqueri Harris M SVP and CFO · By IRA | Bought | $49.2k3.0k shares |
| 2026-03-06 | Davey Mary E Director | Bought | $5.2k320 shares |
| 2026-03-03 | Viotto Neil C EVP and COO · By IRA | Bought | $16.8k1.0k shares |
| 2026-02-23 | Lupo Thomas Director | Bought | $16.5k1.0k shares |
| 2026-02-02 | Mustard Robert Kenneth Director | Bought | $4.3k250 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 459.0k $7.7m | Reduced -9.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 367.0k $6.2m | First filing |
| Saber Capital Managment, LLC 3.05% of their portfolio | 233.0k $3.9m | Reduced -38.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 180.3k $3.0m | Added +1.0k |
| MANGROVE PARTNERS IM, LLC 0.23% of their portfolio | 170.4k $2.9m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 162.4k $2.7m | Reduced -6.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 103.8k $1.8m | Added +18.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 91.1k $1.5m | Added +27.2k |
| STATE STREET CORP 0.00% of their portfolio | 83.3k $1.4m | Added +2.5k |
| Covalent Partners LLC 7.13% of their portfolio | 60.0k $1.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 50.4k $849.9k | Added +243 |
| Ancora Advisors LLC 0.02% of their portfolio | 47.5k $802.6k | Added +20.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 47.1k $795.2k | Added +247 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 46.8k $790.4k | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 42.3k $713.3k | First filing |
| Arcus Capital Partners, LLC 0.25% of their portfolio | 41.9k $707.6k | Added +1.5k |
| UBS Group AG 0.00% of their portfolio | 38.6k $652.4k | Added +293 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 34.5k $582.3k | Added +14.8k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 33.4k $563.5k | Added +5.0k |
| STRS OHIO 0.00% of their portfolio | 32.7k $552.0k | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 30.5k $514.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 26.6k $448.7k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 24.7k $417.0k | Added +15.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 24.3k $409.5k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 23.8k $401.0k | Added +7.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 21.8k $367.1k | Reduced -1.8k |
| STILWELL VALUE LLC 0.20% of their portfolio | 20.0k $337.6k | Reduced -20.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 19.7k $333.1k | Reduced -3.2k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 19.7k $332.9k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.4k $327.5k | Added +6.7k |
| MORGAN STANLEY 0.00% of their portfolio | 15.1k $254.2k | Reduced -4.8k |
| Oppenheimer & Close, LLC 0.15% of their portfolio | 13.9k $234.9k | Added +3.4k |
| XTX Topco Ltd 0.00% of their portfolio | 12.5k $210.7k | New |
| Benin Management CORP 0.04% of their portfolio | 11.5k $194.7k | New |
| Nuveen, LLC 0.00% of their portfolio | 11.0k $186.2k | Reduced -10.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.2k $138.9k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.0k $100.5k | Reduced -173 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.7k $62.3k | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.6k $61.4k | Added +68 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.2k $55.3k | Reduced -1.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.7k $46.4k | Reduced -5.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.2k $36.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.9k $32.5k | Reduced -9.7k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.7k $28.4k | Reduced -103 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.6k $27.7k | Reduced -100 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.1k $18.2k | Unchanged |
| FMR LLC 0.00% of their portfolio | 861 $14.5k | Added +339 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 804 $13.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 705 $11.9k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 438 $7.4k | Added +11 |
| CITIGROUP INC 0.00% of their portfolio | 337 $5.7k | Reduced -5.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 249 $4.0k | Reduced -272 |
| Sterling Capital Management LLC 0.00% of their portfolio | 245 $4.1k | Reduced -181 |
| CWM, LLC 0.00% of their portfolio | 215 $3.6k | Added +25 |
| North Star Investment Management Corp. 0.00% of their portfolio | 213 $3.6k | Unchanged |
| American Capital Advisory, LLC 0.00% of their portfolio | 200 $3.4k | Unchanged |
| Essential Partners LLC 0.00% of their portfolio | 93 $1.6k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 59 $996 | New |
| Covestor Ltd 0.00% of their portfolio | 35 $1.0k | Reduced -87 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 33 $557 | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 31 $573 | New |
| IFP Advisors, Inc 0.00% of their portfolio | 21 $354 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 16 $271 | Added +8 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 15 $253 | New |
| Root Financial Partners, LLC 0.00% of their portfolio | 10 $169 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10 $171 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 4 $68 | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 3 $51 | Added +1 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 2 $34 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 1 $17 | Unchanged |