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Advisory Advocates’s Stoneridge SRI Stock Holding History

Advisory Advocates’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.8K Hold
13,500
– – 0.08% 185
2026
Q1 		$65.2K Buy
13,500
+2,400
+22% +$16.5K 0.07% 158
2025
Q4 		$64.3K Buy
+11,100
New +$69.8K 0.06% 167

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Advocates's SRI Position: Q2 2026 in Review

Advisory Advocates held its Stoneridge (SRI) position steady in Q2 2026 at 13,500 shares worth $98.8K. The position accounts for 0.08% of the portfolio, ranked #185.

Advisory Advocates first reported a position in SRI in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Advisory Advocates held 13,500 shares of Stoneridge worth $98.8K as of Q2 2026.
  • Advisory Advocates left its Stoneridge share count unchanged in Q2 2026.
  • Stoneridge made up 0.08% of Advisory Advocates's portfolio in Q2 2026, its #185 holding.
  • Advisory Advocates first reported a position in Stoneridge in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.