True Wealth Design »

Sr Bancorp shares owned by True Wealth Design

Quarter-by-quarter ownership of Sr Bancorp (SRBK) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Sr Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Sr Bancorp held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sr Bancorp by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $16 1 16.00
2025-09-30 $45 3 15.33

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Sr Bancorp

BlackRock
Vanguard Group
Saber Capital Managment
Renaissance Technologies
Mangrove Partners
Geode Capital Management
Alliancebernstein
Acadian Asset Management
State Street Corporation
Dimensional Fund Advisors
Covalent Partners
Northern Trust
Stilwell Value
Arcus Capital Partners
UBS Group

View all funds holding Sr Bancorp