$SRBK

$19.02 +$0.14 (0.72%) Close

$SRBK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 7.9M shares outstanding

Who owns SRBK?

By type of holder

Institutions 34.2% Insiders 8.6% Everyone else 57.2%

Concentration Top 10 holders own 27.0%

BlackRock, Inc. 6.3% · Vanguard Capital Management LLC 3.8%

Institutional ownership

34.2%

+1.2 pts vs last qtr

Institutional holders

+5 vs last qtr

Net shares bought

+95.9K

by institutions in Q2 2026

New / sold out

12 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Dimensional Fund Advisors LP +53.9K
Marshall Wace, LLP NEW +44.5K

Biggest sellers in Q2 2026

Vanguard Capital Management LLC −68.1K
Covalent Partners LLC SOLD OUT −60.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for SR Bancorp Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2026

+11.7%

+5.71% a year

Each share's claim on the business

−10.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$27.3M vs $3.76M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years75% Under 1 year25%

Quarterly turnover

11.7%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting SRBK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	497.1K	6.27%	+38.1K (+8.3%)	2023	0.0%
Shares held by quarter Peak holding497.1K (Q2'26) Change over 8 quarters+348.9K Share of the company6.270% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	298.9K	3.77%	−68.1K (−18.6%)	2023	0.0%
Shares held by quarter Peak holding367.0K (Q1'26) Change over 8 quarters+298.9K Share of the company3.770% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

497.1K

% of company

6.27%

Change vs last qtr

+38.1K (+8.3%)

Held since

2023

Vanguard Capital Management LLC

298.9K

% of company

3.77%

Change vs last qtr

−68.1K (−18.6%)

Held since

2023

28 more super investors behind a free account

See every manager holding SR Bancorp Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SRBK on Form N-PORT; together they hold 12.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.17M	212.0K	2.67%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.39M	172.2K	2.17%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.17M

% of company

2.67%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.39M

% of company

2.17%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SR Bancorp Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
OD Orbach David M Insider	224.5K	2.83%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.830% Orbach David M's insider activity →
TW Taylor William P Insider	105.6K	1.33%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.330% Taylor William P's insider activity →

Orbach David M

Insider

224.5K

% of company

2.83%

Change vs last qtr

—

Held since

—

Taylor William P

Insider

105.6K

% of company

1.33%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of SR Bancorp Inc.

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