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Channel Wealth’s Stoneridge SRI Stock Holding History

Channel Wealth’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 		$369K Buy
50,450
+1,800
+4% +$12.4K 0.08% 126
2026
Q1 		$235K Buy
48,650
+16,850
+53% +$115K 0.06% 157
2025
Q4 		$184K Buy
+31,800
New +$200K 0.05% 168

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

Channel Wealth's SRI Position: Q2 2026 in Review

Channel Wealth increased its Stoneridge (SRI) stake by 3.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 50,450 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #126.

Channel Wealth first reported a position in SRI in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Channel Wealth held 50,450 shares of Stoneridge worth $369K as of Q2 2026.
  • Channel Wealth bought 1,800 Stoneridge shares in Q2 2026, an estimated $12.4K.
  • Stoneridge made up 0.08% of Channel Wealth's portfolio in Q2 2026, its #126 holding.
  • Channel Wealth first reported a position in Stoneridge in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.