Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sr Bancorp Inc (SRBK)

67 + Investors. Track Smart Money conviction in SRBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — SRBK

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SRBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
68 hedge funds hold SRBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +209% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+209% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

37 buying26 selling
Last quarter: 37 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 16 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 12% conviction (2yr+) ■ 35% medium ■ 53% new
Only 8 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

5 → 23 → 16 → 11 → 16 new funds/Q
New funds entering each quarter: 23 → 16 → 11 → 16. SRBK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 72% of holders entered in last year

■ 18% veterans ■ 10% 1-2yr ■ 72% new
Of 68 current holders: 49 (72%) entered in the past year, only 12 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
21 of 68 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRBK

In 2026 Q1, 37 hedge funds were net buyers of SRBK (16 opened a new position, 21 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in SRBK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 68.

Hedge Fund Ownership: SRBK

How many hedge funds hold SRBK — quarterly history vs. share price
Quarterly hedge fund ownership of SRBK vs. share price

Market Analysis: SRBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sr Bancorp Inc (SRBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SRBK
+11.4%
XLF
+1220.3%

SRBK outperformed XLF by -1208.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SRBK
+3.1%
XLF
+4.8%

Since the filing became public, SRBK outperformed XLF by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SRBK
67 + Investors

Track Smart Money conviction in SRBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 61 9.84%
13F Shares 3M 3M 4.61%
Total Value $43M $40M 7.76%
New Positions 15 11 +4
Increased Positions 21 22 -1
Closed Positions 9 4 +5
Reduced Positions 17 17 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRBK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

67 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Covalent Partners LLC 5.77% 60,000 $1.0M
2 Saber Capital Managment, LLC 2.92% 232,999 $3.9M
3 Mangrove Partners IM, LLC 0.23% 170,402 $2.9M
4 Arcus Capital Partners, LLC 0.23% 40,435 $636K
5 Stilwell Value LLC 0.20% 20,000 $338K
6 Oppenheimer & Close, LLC 0.15% 13,913 $235K
7 Benin Management CORP 0.04% 11,533 $195K
8 Ancora Advisors LLC 0.02% 47,550 $803K
9 Ritholtz Wealth Management 0.01% 19,724 $333K
10 Renaissance Technologies LLC 0.00% 180,300 $3.0M
11 XTX Topco Ltd 0.00% 12,481 $211K
12 Strs Ohio 0.00% 32,700 $552K
13 Panagora Asset Management Inc 0.00% 33,380 $563K
14 O'shaughnessy Asset Management, LLC 0.00% 23,756 $401K
15 Blair William & Co/Il 0.00% 30,499 $515K
16 American Capital Advisory, LLC 0.00% 200 $3K
17 Tower Research Capital LLC (TRC) 0.00% 1,685 $28K
18 Two Sigma Investments, LP 0.00% 47,107 $795K
19 Essential Partners LLC 0.00% 93 $2K
20 Squarepoint Ops LLC 0.00% 26,581 $449K
21 Russell Investments Group, Ltd. 0.00% 24,702 $417K
22 Ameritas Investment Partners, Inc. 0.00% 804 $14K
23 Police & Firemen's Retirement System of New Jersey 0.00% 2,184 $37K
24 North Star Investment Management Corp. 0.00% 213 $4K
25 Vanguard Fiduciary Trust Co 0.00% 46,823 $790K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sr Bancorp Inc (SRBK)

What does the Smart Money Trend signal show for SRBK?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SRBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRBK?

Slight buying edge — 59% buying: Last quarter: 37 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRBK holders?

Strong quality — 22% AUM from major funds: 21 of 68 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SRBK?

Mostly new holders — 53% entered in last year: Only 8 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Sr Bancorp Inc (SRBK) following the 2026 Q1 hedge fund 13F filings?

As of today, SRBK has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), SRBK has gained +11.4% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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