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Basecamp Wealth Advisors’s Stoneridge SRI Stock Holding History

Basecamp Wealth 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 		$878 Hold
120
– – ﹤0.01% 1544
2026
Q1 		$580 Hold
120
– – ﹤0.01% 1683
2025
Q4 		$695 Buy
+120
New +$755 ﹤0.01% 1567

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

Basecamp Wealth Advisors's SRI Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Stoneridge (SRI) position steady in Q2 2026 at 120 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Basecamp Wealth Advisors first reported a position in SRI in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Basecamp Wealth Advisors held 120 shares of Stoneridge worth $878 as of Q2 2026.
  • Basecamp Wealth Advisors left its Stoneridge share count unchanged in Q2 2026.
  • Stoneridge made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1544 holding.
  • Basecamp Wealth Advisors first reported a position in Stoneridge in Q4 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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