Citigroup
SRI icon

Citigroup’s Stoneridge SRI Stock Holding History

Citigroup’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 		$94.9K Sell
12,962
-8,941
-41% -$61.4K ﹤0.01% 4718
2026
Q1 		$106K Sell
21,903
-17,551
-44% -$120K ﹤0.01% 4263
2025
Q4 		$228K Buy
39,454
+38,176
+2,987% +$240K ﹤0.01% 3939
2025
Q3 		$9.74K Sell
1,278
-4,124
-76% -$32.7K ﹤0.01% 5030
2025
Q2 		$38K Sell
5,402
-20,436
-79% -$100K ﹤0.01% 4897
2025
Q1 		$119K Sell
25,838
-3,149
-11% -$16K ﹤0.01% 4502
2024
Q4 		$182K Buy
28,987
+4,815
+20% +$37K ﹤0.01% 4473
2024
Q3 		$270K Buy
24,172
+13,278
+122% +$189K ﹤0.01% 4138
2024
Q2 		$174K Buy
10,894
+1,819
+20% +$29.1K ﹤0.01% 3960
2024
Q1 		$167K Buy
9,075
+167
+2% +$2.96K ﹤0.01% 4097
2023
Q4 		$174K Buy
8,908
+3,114
+54% +$54.1K ﹤0.01% 3971
2023
Q3 		$116K Sell
5,794
-9,351
-62% -$190K ﹤0.01% 3878
2023
Q2 		$285K Buy
15,145
+9,381
+163% +$165K ﹤0.01% 3707
2023
Q1 		$108K Sell
5,764
-727
-11% -$15.6K ﹤0.01% 3986
2022
Q4 		$140K Sell
6,491
-3,158
-33% -$67.6K ﹤0.01% 3885
2022
Q3 		$163K Sell
9,649
-2,980
-24% -$56K ﹤0.01% 3864
2022
Q2 		$216K Buy
12,629
+7,731
+158% +$147K ﹤0.01% 3809
2022
Q1 		$102K Sell
4,898
-6,093
-55% -$112K ﹤0.01% 4403
2021
Q4 		$217K Buy
10,991
+3,954
+56% +$83.6K ﹤0.01% 4316
2021
Q3 		$143K Buy
7,037
+1,175
+20% +$29.1K ﹤0.01% 4272
2021
Q2 		$173K Sell
5,862
-1,306
-18% -$41.4K ﹤0.01% 4299
2021
Q1 		$228K Buy
7,168
+989
+16% +$31.2K ﹤0.01% 3945
2020
Q4 		$187K Buy
6,179
+4,378
+243% +$113K ﹤0.01% 5044
2020
Q3 		$33K Sell
1,801
-9,145
-84% -$187K ﹤0.01% 5876
2020
Q2 		$226K Sell
10,946
-15
-0.1% -$281 ﹤0.01% 4921
2020
Q1 		$184K Sell
10,961
-29,199
-73% -$724K ﹤0.01% 4801
2019
Q4 		$1.18M Buy
40,160
+23,089
+135% +$711K ﹤0.01% 3593
2019
Q3 		$529K Sell
17,071
-1,001
-6% -$31.4K ﹤0.01% 4289
2019
Q2 		$570K Buy
18,072
+1,047
+6% +$31K ﹤0.01% 4284
2019
Q1 		$491K Sell
17,025
-696
-4% -$19K ﹤0.01% 4198
2018
Q4 		$437K Buy
17,721
+914
+5% +$23.2K ﹤0.01% 4277
2018
Q3 		$499K Buy
16,807
+6,752
+67% +$214K ﹤0.01% 4283
2018
Q2 		$353K Sell
10,055
-5,809
-37% -$176K ﹤0.01% 4456
2018
Q1 		$438K Sell
15,864
-111,711
-88% -$2.73M ﹤0.01% 4127
2017
Q4 		$2.92M Buy
127,575
+84,805
+198% +$1.89M ﹤0.01% 2313
2017
Q3 		$847K Buy
42,770
+3,764
+10% +$62.3K ﹤0.01% 3559
2017
Q2 		$601K Buy
39,006
+38,336
+5,722% +$643K ﹤0.01% 3821
2017
Q1 		$12K Sell
670
-58,841
-99% -$1.04M ﹤0.01% 6504
2016
Q4 		$1.05M Buy
59,511
+57,134
+2,404% +$967K ﹤0.01% 3636
2016
Q3 		$44K Buy
+2,377
New +$41K ﹤0.01% 5749
2016
Q2 		– Sell
-19,651
Closed -$286K – 7419
2016
Q1 		$286K Buy
19,651
+18,118
+1,182% +$228K ﹤0.01% 4742
2015
Q4 		$23K Sell
1,533
-352
-19% -$4.73K ﹤0.01% 6411
2015
Q3 		$24K Sell
1,885
-4,568
-71% -$54.2K ﹤0.01% 5916
2015
Q2 		$75K Sell
6,453
-7,337
-53% -$88.6K ﹤0.01% 5229
2015
Q1 		$156K Sell
13,790
-9,302
-40% -$112K ﹤0.01% 4729
2014
Q4 		$297K Buy
23,092
+7,771
+51% +$90.9K ﹤0.01% 4365
2014
Q3 		$173K Buy
15,321
+7,918
+107% +$92.3K ﹤0.01% 4336
2014
Q2 		$80K Sell
7,403
-13,141
-64% -$138K ﹤0.01% 4839
2014
Q1 		$231K Sell
20,544
-2,981
-13% -$33.5K ﹤0.01% 4191
2013
Q4 		$300K Buy
23,525
+16,705
+245% +$207K ﹤0.01% 4277
2013
Q3 		$74K Sell
6,820
-2,946
-30% -$36.4K ﹤0.01% 4969
2013
Q2 		$114K Buy
+9,766
New +$90.4K ﹤0.01% 4736

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

Citigroup's SRI Position: Q2 2026 in Review

Citigroup reduced its Stoneridge (SRI) stake by 41% in Q2 2026, selling an estimated $61.4K and leaving 12,962 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4718.

Citigroup first reported a position in SRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.92M in Q4 2017. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Citigroup held 12,962 shares of Stoneridge worth $94.9K as of Q2 2026.
  • Citigroup sold 8,941 Stoneridge shares in Q2 2026, an estimated $61.4K.
  • Stoneridge made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4718 holding.
  • Citigroup first reported a position in Stoneridge in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Stoneridge position peaked at $2.92M in Q4 2017.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.