SCHEDULE: AllianceBernstein Reduces SR Bancorp Stake Below 5%

AllianceBernstein L.P. has amended its beneficial ownership filing for SR Bancorp Inc., reporting a 3.7% stake.

Summary

• AllianceBernstein L.P. filed an Amendment No. 1 to its Schedule 13G for SR Bancorp Inc.
• The filing indicates AllianceBernstein L.P. beneficially owns 337,095 shares of SR Bancorp Inc. Common Stock.
• This represents 3.7% of the class of securities, which is below the 5% threshold typically requiring a new Schedule 13G filing.
• The shares are held with sole voting power and sole dispositive power.
• The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.
• The date of the event which required this filing is stated as June 30, 2025.

Sentiment

Score: 5

Explanation: The filing is a neutral, routine disclosure of beneficial ownership by an institutional investor. It does not contain information that would significantly alter the company's financial or operational outlook.

Negatives

• AllianceBernstein L.P.'s beneficial ownership in SR Bancorp Inc. has decreased to 3.7%, falling below the 5% threshold, which could be interpreted as a reduction in a significant institutional stake.

Future Outlook

NA

Industry Context

This filing is a routine disclosure by an institutional investment adviser, AllianceBernstein L.P., regarding its passive ownership stake in SR Bancorp Inc. Such filings provide transparency on significant shareholder positions but typically do not reflect strategic shifts for the issuer unless the stake is activist in nature, which is not the case here.

Stakeholder Impact

• Shareholders: Provides transparency on the ownership structure and the reduction of a significant institutional stake below the 5% reporting threshold.

Key Dates

Keywords

SR Bancorp Inc, AllianceBernstein, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing