SRBK — SR BANCORP INC

Ownership history in Stilwell Value LLC  ·  10 quarters on record

AI Ownership Summary

Stilwell Value LLC reported SR BANCORP INC (SRBK) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.35% in 2025 Q4. The latest visible filing shows SRBK at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SRBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stilwell Value LLC's position in SR BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SRBK was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SRBK stock page Stilwell Value LLC fund profile Stilwell Value LLC full holdings
How Stilwell Value LLC held SRBK — position size vs. price
% of Fund (quarterly)    SRBK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,000 — 0% 0.35% $630K 2026-02-14 (Est.) $17.16
2025 Q3 UNCHANGED 40,000 — 0% 0.27% $604K 2025-11-14 $15.10
2025 Q2 UNCHANGED 40,000 — 0% 0.26% $540K 2025-08-06 $13.99
2025 Q1 UNCHANGED 40,000 — 0% 0.25% $477K 2025-05-14 $13.03
2024 Q4 UNCHANGED 40,000 — 0% 0.24% $476K 2025-02-13 $12.20
2024 Q3 UNCHANGED 40,000 — 0% 0.21% $446K 2024-11-13 $10.92
2024 Q2 UNCHANGED 40,000 — 0% 0.19% $370K 2024-08-13 $9.71
2024 Q1 UNCHANGED 40,000 — 0% 0.20% $378K 2024-05-08 $9.07
2023 Q4 UNCHANGED 40,000 — 0% 0.20% $382K 2024-02-12 $9.23
2023 Q3 INITIATED 40,000 — — 0.19% $347K 2023-11-13 $8.65

🏢 Other funds also holding SRBK

As of 2025 Q4 — sorted by position size

Covalent Partners LLC 3Y 7Y 4.17% MANGROVE PARTNERS IM, LLC 3Y 7Y 0.22% Oppenheimer & Close, LLC 3Y 7Y 0.11% Pekin Hardy Strauss, Inc. 3Y 7Y 0.04% Ancora Advisors LLC 3Y 7Y 0.01% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% MARYLAND CAPITAL ADVISORS INC. 3Y 0.0% STRS OHIO 3Y 7Y 0.0% PANAGORA ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About Stilwell Value LLC and SRBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stilwell Value LLC reported owning SRBK?

Stilwell Value LLC reported SRBK across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SRBK position in Stilwell Value LLC's portfolio?

The largest reported portfolio weight for SRBK was 0.35% in 2025 Q4.

What is the latest reported SRBK position on this page?

The most recent filing on this page is 2025 Q4, when Stilwell Value LLC reported 40,000 shares, equal to 0.35% of portfolio, with an estimated market value of $630K.

What does the chart on this SRBK ownership page compare?

The chart compares Stilwell Value LLC's quarterly SRBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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