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Sr Bancorp shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Sr Bancorp (SRBK) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Sr Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Sr Bancorp held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sr Bancorp by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $333k 20k 16.88

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Series Trust State Street Spd (BIL)

View all positions for Comprehensive Portfolio Management

Top funds holding Sr Bancorp

BlackRock
Vanguard Group
Vanguard Capital Management
Saber Capital Managment
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Mangrove Partners
Geode Capital Management
Dimensional Fund Advisors
Acadian Asset Management
State Street Corporation
Covalent Partners
Northern Trust
Two Sigma Investments
Vanguard Fiduciary Trust
Vanguard Portfolio Management

View all funds holding Sr Bancorp