Filing Research | SRBK - SR BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Benin Management CORP	Shares	11.5KSH	$227.0K
2	Mirae Asset Global Investments Co., Ltd.	Shares	2.9KSH	$56.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	2.2KSH	$43.0K
4	MARYLAND CAPITAL ADVISORS INC.	Shares	399SH	$7.9K
5	GAMMA Investing LLC	Shares	188SH	$3.7K
6	IFP Advisors, Inc	Shares	90SH	$1.8K
7	Physician Wealth Advisors, Inc.	Shares	27SH	$532
8	MassMutual Private Wealth & Trust, FSB	Shares	21SH	$413
9	Farther Finance Advisors, LLC	Shares	20SH	$393
10	EverSource Wealth Advisors, LLC	Shares	17SH	$335
11	SJS Investment Consulting Inc.	Shares	1SH	$20

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.9K	+$56.2K	$56.2K
2	Benin Management CORP unchanged	Shares	0	+$32.3K	$227.0K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.1K	$43.0K
4	GAMMA Investing LLC added	Shares	+129	+$2.7K	$3.7K
5	IFP Advisors, Inc added	Shares	+69	+$1.4K	$1.8K
6	Physician Wealth Advisors, Inc. new	Shares	+27	+$532	$532
7	EverSource Wealth Advisors, LLC added	Shares	+13	+$267	$335
8	Farther Finance Advisors, LLC added	Shares	+10	+$222	$393
9	SJS Investment Consulting Inc. new	Shares	+1	+$20	$20
10	True Wealth Design, LLC exited	Shares	-1	-$17	$0
11	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-12	-$144	$413

Filing Research | SRBK - SR BANCORP INC Institutional Holdings