Bank of America
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Bank of America’s Stoneridge SRI Stock Holding History

Bank of America’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
Q1 		$333K Buy
68,896
+36,590
+113% +$251K ﹤0.01% 5103
2025
Q4 		$187K Sell
32,306
-91,203
-74% -$574K ﹤0.01% 5374
2025
Q3 		$941K Sell
123,509
-113,717
-48% -$901K ﹤0.01% 5366
2025
Q2 		$1.67M Buy
237,226
+52,492
+28% +$257K ﹤0.01% 4921
2025
Q1 		$848K Buy
184,734
+112,688
+156% +$573K ﹤0.01% 5346
2024
Q4 		$452K Buy
72,046
+38,370
+114% +$295K ﹤0.01% 5623
2024
Q3 		$377K Buy
33,676
+11,399
+51% +$163K ﹤0.01% 5670
2024
Q2 		$356K Buy
22,277
+8,258
+59% +$132K ﹤0.01% 5554
2024
Q1 		$259K Sell
14,019
-24,949
-64% -$443K ﹤0.01% 5750
2023
Q4 		$763K Buy
38,968
+8,391
+27% +$146K ﹤0.01% 5188
2023
Q3 		$614K Buy
30,577
+12,828
+72% +$260K ﹤0.01% 5177
2023
Q2 		$335K Sell
17,749
-17,231
-49% -$302K ﹤0.01% 5518
2023
Q1 		$654K Buy
34,980
+3,312
+10% +$71.1K ﹤0.01% 5191
2022
Q4 		$683K Buy
31,668
+13,863
+78% +$297K ﹤0.01% 5161
2022
Q3 		$302K Sell
17,805
-3,154
-15% -$59.3K ﹤0.01% 5738
2022
Q2 		$359K Buy
20,959
+1,168
+6% +$22.2K ﹤0.01% 5665
2022
Q1 		$410K Sell
19,791
-13,187
-40% -$243K ﹤0.01% 5973
2021
Q4 		$651K Buy
32,978
+8,931
+37% +$189K ﹤0.01% 5647
2021
Q3 		$490K Buy
24,047
+8,891
+59% +$220K ﹤0.01% 5656
2021
Q2 		$448K Sell
15,156
-50,423
-77% -$1.6M ﹤0.01% 5521
2021
Q1 		$2.08M Buy
65,579
+7,614
+13% +$240K ﹤0.01% 4224
2020
Q4 		$1.75M Sell
57,965
-9,464
-14% -$245K ﹤0.01% 4071
2020
Q3 		$1.24M Buy
67,429
+32,813
+95% +$669K ﹤0.01% 4038
2020
Q2 		$716K Sell
34,616
-165,412
-83% -$3.1M ﹤0.01% 4367
2020
Q1 		$3.35M Sell
200,028
-268
-0.1% -$6.65K ﹤0.01% 3056
2019
Q4 		$5.87M Sell
200,296
-1,460
-0.7% -$44.9K ﹤0.01% 3089
2019
Q3 		$6.25M Buy
201,756
+27,785
+16% +$872K ﹤0.01% 2980
2019
Q2 		$5.49M Buy
173,971
+10,124
+6% +$300K ﹤0.01% 3142
2019
Q1 		$4.73M Sell
163,847
-202
-0.1% -$5.52K ﹤0.01% 3217
2018
Q4 		$4.04M Buy
164,049
+138,763
+549% +$3.53M ﹤0.01% 3225
2018
Q3 		$751K Sell
25,286
-47,496
-65% -$1.51M ﹤0.01% 4676
2018
Q2 		$2.56M Buy
72,782
+17,885
+33% +$543K ﹤0.01% 3781
2018
Q1 		$1.51M Buy
54,897
+10,468
+24% +$256K ﹤0.01% 4081
2017
Q4 		$1.02M Sell
44,429
-1,108
-2% -$24.8K ﹤0.01% 4477
2017
Q3 		$902K Sell
45,537
-51
-0.1% -$844 ﹤0.01% 4581
2017
Q2 		$702K Sell
45,588
-1,568
-3% -$26.3K ﹤0.01% 4673
2017
Q1 		$855K Sell
47,156
-666
-1% -$11.7K ﹤0.01% 4530
2016
Q4 		$845K Sell
47,822
-7,378
-13% -$125K ﹤0.01% 4469
2016
Q3 		$1.02M Sell
55,200
-18,757
-25% -$323K ﹤0.01% 4152
2016
Q2 		$1.1M Sell
73,957
-6,021
-8% -$90.9K ﹤0.01% 4098
2016
Q1 		$1.16M Sell
79,978
-10,533
-12% -$133K ﹤0.01% 4003
2015
Q4 		$1.34M Buy
90,511
+829
+0.9% +$11.1K ﹤0.01% 4147
2015
Q3 		$1.11M Buy
89,682
+88,201
+5,956% +$1.05M ﹤0.01% 4254
2015
Q2 		$17K Buy
1,481
+1,023
+223% +$12.4K ﹤0.01% 6394
2015
Q1 		$5K Buy
458
+113
+33% +$1.36K ﹤0.01% 6510
2014
Q4 		$4K Sell
345
-2,088
-86% -$24.4K ﹤0.01% 7342
2014
Q3 		$27K Sell
2,433
-29,693
-92% -$346K ﹤0.01% 6883
2014
Q2 		$344K Buy
32,126
+5,158
+19% +$54.1K ﹤0.01% 4996
2014
Q1 		$303K Buy
26,968
+13,419
+99% +$151K ﹤0.01% 5063
2013
Q4 		$173K Sell
13,549
-1,553
-10% -$19.3K ﹤0.01% 5723
2013
Q3 		$163K Sell
15,102
-4,571
-23% -$56.5K ﹤0.01% 5624
2013
Q2 		$229K Buy
+19,673
New +$182K ﹤0.01% 5489

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Bank of America's SRI Position: Q1 2026 in Review

Bank of America increased its Stoneridge (SRI) stake by 113% in Q1 2026, buying an estimated $251K and bringing the position to 68,896 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #5103.

Bank of America first reported a position in SRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.25M in Q3 2019. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Bank of America held 68,896 shares of Stoneridge worth $333K as of Q1 2026.
  • Bank of America bought 36,590 Stoneridge shares in Q1 2026, an estimated $251K.
  • Stoneridge made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5103 holding.
  • Bank of America first reported a position in Stoneridge in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Stoneridge position peaked at $6.25M in Q3 2019.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.