AF
SRI icon

Allworth Financial’s Stoneridge SRI Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-104
Closed -$733 – 5036
2025
Q2 		$733 Buy
+104
New +$509 ﹤0.01% 4038
2023
Q4 		– Sell
-97
Closed -$1.95K – 3612
2023
Q3 		$1.95K Hold
97
– – ﹤0.01% 2551
2023
Q2 		$1.83K Sell
97
-17
-15% -$298 ﹤0.01% 2522
2023
Q1 		$2.13K Hold
114
– – ﹤0.01% 2382
2022
Q4 		$2.46K Buy
114
+17
+18% +$364 ﹤0.01% 2166
2022
Q3 		$2K Buy
+97
New +$1.82K ﹤0.01% 2228

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return