Encompass More Asset Management’s Stoneridge SRI Stock Holding History

Encompass More Asset 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	$154K	Hold	21,009	–	–	0.02%	269
2026 Q1	$101K	Hold	21,009	–	–	0.02%	242
2025 Q4	$122K	Hold	21,009	–	–	0.02%	238
2025 Q3	$160K	Hold	21,009	–	–	0.03%	228
2025 Q2	$148K	Hold	21,009	–	–	0.03%	205
2025 Q1	$96.4K	Hold	21,009	–	–	0.03%	189
2024 Q4	$132K	Hold	21,009	–	–	0.04%	182
2024 Q3	$235K	Buy	+21,009	New	+$300K	0.09%	163

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Encompass More Asset Management's SRI Position: Q2 2026 in Review

Encompass More Asset Management held its Stoneridge (SRI) position steady in Q2 2026 at 21,009 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #269.

Encompass More Asset Management first reported a position in SRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $235K in Q3 2024. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

Encompass More Asset Management held 21,009 shares of Stoneridge worth $154K as of Q2 2026.
Encompass More Asset Management left its Stoneridge share count unchanged in Q2 2026.
Stoneridge made up 0.02% of Encompass More Asset Management's portfolio in Q2 2026, its #269 holding.
Encompass More Asset Management first reported a position in Stoneridge in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's Stoneridge position peaked at $235K in Q3 2024.
112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.