CFM
SRI icon

Catalyst Funds Management’s Stoneridge SRI Stock Holding History

Catalyst Funds Management’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 		– Sell
-16,936
Closed -$81.8K – 875
2026
Q1 		$81.8K Buy
+16,936
New +$116K 0.01% 505
2025
Q4 		– Sell
-22,100
Closed -$168K – 550
2025
Q3 		$168K Buy
22,100
+12,100
+121% +$95.9K 0.03% 437
2025
Q2 		$70.4K Buy
+10,000
New +$49K 0.02% 352

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

Catalyst Funds Management's SRI Position: Q2 2026 in Review

Catalyst Funds Management sold out of Stoneridge (SRI) in Q2 2026, closing a stake of 16,936 shares — an estimated $81.8K sold.

Catalyst Funds Management first reported a position in SRI in Q2 2025 and held it in 3 quarters. The position peaked at $168K in Q3 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Catalyst Funds Management reported no remaining Stoneridge position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 16,936 Stoneridge shares in Q2 2026, an estimated $81.8K.
  • Catalyst Funds Management first reported a position in Stoneridge in Q2 2025 and held it in 3 quarters.
  • Catalyst Funds Management's Stoneridge position peaked at $168K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.