Citadel Advisors
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Citadel Advisors’s Stoneridge SRI Stock Holding History

Citadel 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
Q3 		– Sell
-17,500
Closed -$123K – 14034
2025
Q2 		$123K Sell
17,500
-38,200
-69% -$187K ﹤0.01% 11140
2025
Q1 		$256K Sell
55,700
-23,300
-29% -$118K ﹤0.01% 9935
2024
Q4 		$495K Buy
+79,000
New +$607K ﹤0.01% 8573
2024
Q3 		– Sell
-300
Closed -$4.79K – 15195
2024
Q2 		$4.79K Sell
300
-1,500
-83% -$24K ﹤0.01% 13457
2024
Q1 		$33.2K Buy
1,800
+500
+38% +$8.88K ﹤0.01% 12597
2023
Q4 		$25.4K Buy
1,300
+800
+160% +$13.9K ﹤0.01% 12407
2023
Q3 		$10K Buy
+500
New +$10.1K ﹤0.01% 13096
2023
Q2 		– Sell
-400
Closed -$7.48K – 15189
2023
Q1 		$7.48K Sell
400
-700
-64% -$15K ﹤0.01% 13718
2022
Q4 		$23.7K Buy
+1,100
New +$23.5K ﹤0.01% 13001
2021
Q3 		– Sell
-17,800
Closed -$525K – 14606
2021
Q2 		$525K Buy
17,800
+6,800
+62% +$215K ﹤0.01% 9956
2021
Q1 		$350K Buy
+11,000
New +$347K ﹤0.01% 10490

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Citadel Advisors's SRI Position: Q1 2026 in Review

Citadel Advisors reduced its Stoneridge (SRI) stake by 67% in Q1 2026, selling an estimated $859K and leaving 60,794 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #10515.

Citadel Advisors first reported a position in SRI in Q1 2014 and has held it in 42 quarters since. The position peaked at $4.86M in Q1 2023. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Citadel Advisors held 60,794 shares of Stoneridge worth $294K as of Q1 2026.
  • Citadel Advisors sold 125,301 Stoneridge shares in Q1 2026, an estimated $859K.
  • Stoneridge made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10515 holding.
  • Citadel Advisors first reported a position in Stoneridge in Q1 2014 and has held it in 42 quarters since.
  • Citadel Advisors's Stoneridge position peaked at $4.86M in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.