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Sr Bancorp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Sr Bancorp (SRBK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Sr Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Sr Bancorp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sr Bancorp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $531 27 19.70

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Sr Bancorp

BlackRock
Vanguard Capital Management
Saber Capital Managment
Renaissance Technologies
Geode Capital Management
Mangrove Partners
Acadian Asset Management
Dimensional Fund Advisors
State Street Corporation
Covalent Partners
Northern Trust
O'shaughnessy Asset Management
Two Sigma Investments
Ancora Advisors
Vanguard Portfolio Management

View all funds holding Sr Bancorp