Bell Investment Advisors’s Stoneridge SRI Stock Holding History

Bell Investment 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
2025 Q2	–	Sell	-102	Closed	-$469	–	1967
2025 Q1	$469	Buy	+102	New	+$519	﹤0.01%	1778

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bell Investment Advisors's SRI Position: Q2 2025 in Review

Bell Investment Advisors sold out of Stoneridge (SRI) in Q2 2025, closing a stake of 102 shares — an estimated $469 sold.

Bell Investment Advisors first reported a position in SRI in Q1 2025 and held it in 1 quarter. The position peaked at $469 in Q1 2025. 128 funds tracked by Wall St. Rank hold SRI as of Q2 2025.

Bell Investment Advisors reported no remaining Stoneridge position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 102 Stoneridge shares in Q2 2025, an estimated $469.
Bell Investment Advisors first reported a position in Stoneridge in Q1 2025 and held it in 1 quarter.
Bell Investment Advisors's Stoneridge position peaked at $469 in Q1 2025.
128 funds tracked by Wall St. Rank held Stoneridge as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.