AG
SRI icon

Algert Global’s Stoneridge SRI Stock Holding History

Algert Global’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 		$292K Buy
39,899
+14,019
+54% +$96.2K ﹤0.01% 1147
2026
Q1 		$125K Hold
25,880
– – ﹤0.01% 1101
2025
Q4 		$150K Hold
25,880
– – ﹤0.01% 1076
2025
Q3 		$197K Buy
25,880
+4,270
+20% +$33.8K ﹤0.01% 1048
2025
Q2 		$152K Buy
+21,610
New +$106K ﹤0.01% 1118
2023
Q3 		– Sell
-70,910
Closed -$1.34M – 1245
2023
Q2 		$1.34M Sell
70,910
-47,500
-40% -$833K 0.06% 552
2023
Q1 		$2.21M Buy
118,410
+108,010
+1,039% +$2.32M 0.1% 306
2022
Q4 		$224K Buy
+10,400
New +$223K 0.01% 991
2022
Q3 		– Sell
-25,459
Closed -$437K – 1330
2022
Q2 		$437K Buy
+25,459
New +$484K 0.03% 804
2017
Q2 		– Sell
-82,933
Closed -$1.5M – 350
2017
Q1 		$1.5M Buy
82,933
+12,081
+17% +$213K 0.41% 95
2016
Q4 		$1.25M Sell
70,852
-4,290
-6% -$72.6K 0.36% 109
2016
Q3 		$1.38M Buy
75,142
+12,407
+20% +$214K 0.4% 75
2016
Q2 		$937K Sell
62,735
-59,046
-48% -$892K 0.38% 81
2016
Q1 		$1.77M Buy
121,781
+21,729
+22% +$273K 0.66% 28
2015
Q4 		$1.48M Sell
100,052
-8,630
-8% -$116K 0.69% 26
2015
Q3 		$1.34M Buy
108,682
+10,514
+11% +$125K 0.74% 21
2015
Q2 		$1.15M Buy
+98,168
New +$1.19M 0.63% 33
2014
Q2 		– Sell
-179,351
Closed -$2.01M – 339
2014
Q1 		$2.01M Sell
179,351
-43,274
-19% -$486K 0.8% 29
2013
Q4 		$2.84M Sell
222,625
-6,670
-3% -$82.8K 0.76% 20
2013
Q3 		$2.48M Buy
229,295
+33,645
+17% +$416K 0.71% 30
2013
Q2 		$2.28M Buy
+195,650
New +$1.81M 0.7% 36

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
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 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

Algert Global's SRI Position: Q2 2026 in Review

Algert Global increased its Stoneridge (SRI) stake by 54% in Q2 2026, buying an estimated $96.2K and bringing the position to 39,899 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Algert Global first reported a position in SRI in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.84M in Q4 2013. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Algert Global held 39,899 shares of Stoneridge worth $292K as of Q2 2026.
  • Algert Global bought 14,019 Stoneridge shares in Q2 2026, an estimated $96.2K.
  • Stoneridge made up ﹤0.01% of Algert Global's portfolio in Q2 2026, its #1147 holding.
  • Algert Global first reported a position in Stoneridge in Q2 2013 and has held it in 21 quarters since.
  • Algert Global's Stoneridge position peaked at $2.84M in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.