BTI
SRI icon

Blue Trust Inc’s Stoneridge SRI Stock Holding History

Blue Trust Inc’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 		$3.47K Hold
474
– – ﹤0.01% 2099
2026
Q1 		$2.29K Hold
474
– – ﹤0.01% 2111
2025
Q4 		$2.74K Hold
474
– – ﹤0.01% 2096
2025
Q3 		$3.61K Hold
474
– – ﹤0.01% 2057
2025
Q2 		$3.34K Buy
+474
New +$2.32K ﹤0.01% 2063

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

Blue Trust Inc's SRI Position: Q2 2026 in Review

Blue Trust Inc held its Stoneridge (SRI) position steady in Q2 2026 at 474 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Blue Trust Inc first reported a position in SRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.61K in Q3 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Blue Trust Inc held 474 shares of Stoneridge worth $3.47K as of Q2 2026.
  • Blue Trust Inc left its Stoneridge share count unchanged in Q2 2026.
  • Stoneridge made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2099 holding.
  • Blue Trust Inc first reported a position in Stoneridge in Q2 2025 and has held it in 5 quarters since.
  • Blue Trust Inc's Stoneridge position peaked at $3.61K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.