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Security record · archived quarter

SRBK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
+1Δ holders
1.76MShares held
$27.66MReported value
+1New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.1% · share flow -1.6% · net new positions +3.0% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +2 1.82M $35.87M +3 −1
Q1 2026 34 +1 1.74M $29.34M +5 −4
Q4 2025 33 +1 1.76M $27.66M +1 n/a
Q3 2025 12 +2 1.51M $22.80M +2 n/a
Q2 2025 7 +1 1.46M $19.67M +2 −1
Q1 2025 4 0 270.20K $3.22M n/a n/a
Q4 2024 4 0 296.67K $3.53M n/a n/a
Q3 2024 3 +1 281.85K $3.14M +1 n/a
Q2 2024 2 n/a 84.87K $785,331 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 468.30K +1.1% $7.37M 0.0% ▲ Add 3 SEC ↗ ×5
2 The Vanguard Group ✦ (passive) 459.22K -3.1% $7.23M 0.0% ▼ Trim 3 SEC ↗ ×3
3 Renaissance Technologies ✦ 179.30K -16.4% $2.82M 0.0% ▼ Trim 7 SEC ↗
4 Geode Capital Management ✦ (passive) 168.75K -5.5% $2.66M 0.0% ▼ Trim 7 SEC ↗ ×2
5 State Street Global Advisors ✦ (passive) 80.83K +0.1% $1.28M 0.0% ▲ Add 5 SEC ↗
6 Dimensional Fund Advisors Lp 63.89K n/a $1.01M 0.0% n/c 1 SEC ↗ ×4
7 Northern Trust Corp 50.11K n/a $788,684 0.0% n/c 1 SEC ↗ ×2
8 Two Sigma Investments ✦ 46.86K +143.5% $737,576 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 38.35K n/a $603,708 0.0% n/c 1 SEC ↗ ×3
10 Bank of New York Mellon Corp 23.55K n/a $370,630 0.0% n/c 1 SEC ↗ ×2
11 Charles Schwab Investment… 22.93K n/a $360,934 0.0% n/c 1 SEC ↗
12 Nuveen, LLC 21.05K n/a $331,343 0.0% n/c 1 SEC ↗ ×2
13 Morgan Stanley ✦ 19.87K +10.2% $312,770 0.0% ▲ Add 2 SEC ↗ ×4
14 Goldman Sachs Group ✦ 19.65K +19.4% $309,244 0.0% ▲ Add 2 SEC ↗
15 Citadel Advisors ✦ 12.74K New $200,606 0.0% New 1 SEC ↗ ×2
16 Barclays Plc 11.60K n/a $182,599 0.0% n/c 1 SEC ↗
17 Arrowstreet Capital ✦ 10.43K 0.0% $164,137 0.0% Held 3 SEC ↗
18 Marshall Wace ✦ 10.24K -53.9% $161,192 0.0% ▼ Trim 3 SEC ↗
19 Russell Investments Group, Ltd. 9.47K n/a $148,994 0.0% n/c 1 SEC ↗ ×4
20 Wells Fargo & Company/Mn 8.29K n/a $130,437 0.0% n/c 1 SEC ↗ ×2
21 Rhumbline Advisers 6.13K n/a $96,449 0.0% n/c 1 SEC ↗
22 Citigroup Inc 6.03K n/a $94,928 0.0% n/c 1 SEC ↗ ×2
23 Bank Of America Corp /De/ 5.71K n/a $89,860 0.0% n/c 1 SEC ↗ ×2
24 JPMorgan Chase ✦ 4.71K -64.2% $74,119 0.0% ▼ Trim 2 SEC ↗ ×4
25 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.57K n/a $56,145 0.0% n/c 1 SEC ↗
26 Bnp Paribas Financial Markets 1.74K n/a $27,419 0.0% n/c 1 SEC ↗
27 New York State Common Retirement… 1.08K n/a $16,936 0.0% n/c 1 SEC ↗
28 Legal & General Group Plc 705 n/a $11,097 0.0% n/c 1 SEC ↗
29 Royal Bank Of Canada 521 n/a $9,000 0.0% n/c 1 SEC ↗ ×3
30 Fidelity (FMR) ✦ 522 +965.3% $8,216 0.0% ▲ Add 2 SEC ↗
31 California State Teachers… 452 n/a $7,114 0.0% n/c 1 SEC ↗
32 Pnc Financial Services Group, Inc. 427 n/a $6,721 0.0% n/c 1 SEC ↗
33 Cwm, Llc 190 n/a $3,000 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $200,606 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 2.66M shares, $43.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 14 Mustard Robert Kenneth

Director · 250 sh @ 20.21 · $5,052

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API