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 Q2	–	Sell	-77,800	Closed	-$357K	–	14955
2025 Q1	$357K	Buy	77,800 +3,100	+4%	+$15.8K	﹤0.01%	9202
2024 Q4	$468K	Buy	+74,700	New	+$574K	﹤0.01%	8697
2024 Q3	–	Sell	-3,200	Closed	-$51.1K	–	15196
2024 Q2	$51.1K	Buy	+3,200	New	+$51.2K	﹤0.01%	11735
2024 Q1	–	Sell	-16,000	Closed	-$313K	–	15395
2023 Q4	$313K	Buy	16,000 +15,600	+3,900%	+$271K	﹤0.01%	9083
2023 Q3	$8.03K	Sell	400 -600	-60%	-$12.2K	﹤0.01%	13225
2023 Q2	$18.9K	Buy	+1,000	New	+$17.5K	﹤0.01%	12778
2023 Q1	–	Sell	-700	Closed	-$15.1K	–	15477
2022 Q4	$15.1K	Buy	+700	New	+$15K	﹤0.01%	13349
2021 Q4	–	Sell	-19,400	Closed	-$396K	–	14713
2021 Q3	$396K	Sell	19,400 -8,100	-29%	-$201K	﹤0.01%	10436
2021 Q2	$811K	Buy	27,500 +14,500	+112%	+$459K	﹤0.01%	8911
2021 Q1	$414K	Buy	+13,000	New	+$411K	﹤0.01%	10095

Other funds holding SRI

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

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

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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.