AYAL Capital Advisors’s Stoneridge SRI Stock Holding History

AYAL Capital Advisors’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	$7.36M	Sell	1,004,860 -84,140	-8%	-$578K	1.99%	13
2026 Q1	$5.26M	Hold	1,089,000	–	–	1.43%	27
2025 Q4	$6.31M	Buy	1,089,000 +22,330	+2%	+$140K	2.2%	11
2025 Q3	$8.13M	Buy	1,066,670 +143,176	+16%	+$1.13M	3.2%	7
2025 Q2	$6.5M	Hold	923,494	–	–	1.55%	15
2025 Q1	$4.24M	Hold	923,494	–	–	1.4%	27
2024 Q4	$5.79M	Buy	923,494 +669,935	+264%	+$5.15M	1.49%	22
2024 Q3	$2.84M	Sell	253,559 -136,834	-35%	-$1.95M	0.97%	25
2024 Q2	$6.23M	Buy	390,393 +12,900	+3%	+$207K	2.37%	16
2024 Q1	$6.96M	Buy	377,493 +79,836	+27%	+$1.42M	3.06%	12
2023 Q4	$5.83M	Buy	+297,657	New	+$5.17M	2.44%	9

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AYAL Capital Advisors's SRI Position: Q2 2026 in Review

AYAL Capital Advisors reduced its Stoneridge (SRI) stake by 7.7% in Q2 2026, selling an estimated $578K and leaving 1,004,860 shares worth $7.36M. The position accounts for 1.99% of the portfolio, ranked #13.

AYAL Capital Advisors first reported a position in SRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.13M in Q3 2025. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

AYAL Capital Advisors held 1,004,860 shares of Stoneridge worth $7.36M as of Q2 2026.
AYAL Capital Advisors sold 84,140 Stoneridge shares in Q2 2026, an estimated $578K.
Stoneridge made up 1.99% of AYAL Capital Advisors's portfolio in Q2 2026, its #13 holding.
AYAL Capital Advisors first reported a position in Stoneridge in Q4 2023 and has held it in 11 quarters since.
AYAL Capital Advisors's Stoneridge position peaked at $8.13M in Q3 2025.
111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on AYAL Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.