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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 – 5035
2025
Q2 		$733 Buy
+104
New +$509 ﹤0.01% 4038
2023
Q4 		– Sell
-97
Closed -$1.95K – 3610
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 $105M AUM 38.33% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Allworth Financial's SRI Position: Q3 2025 in Review

Allworth Financial sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 104 shares — an estimated $733 sold.

Allworth Financial first reported a position in SRI in Q3 2022 and held it in 6 quarters. The position peaked at $2.46K in Q4 2022. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Allworth Financial reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 104 Stoneridge shares in Q3 2025, an estimated $733.
  • Allworth Financial first reported a position in Stoneridge in Q3 2022 and held it in 6 quarters.
  • Allworth Financial's Stoneridge position peaked at $2.46K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.