Farther Finance Advisors’s Stoneridge SRI Stock Holding History

Farther Finance 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
2026 Q3	$2.17K	Buy	326 +114	+54%	+$814	﹤0.01%	5375
2026 Q2	$1.55K	Sell	212 -28	-12%	-$192	﹤0.01%	5247
2026 Q1	$1.18K	Sell	240 -57	-19%	-$391	﹤0.01%	5060
2025 Q4	$1.72K	Sell	297 -95	-24%	-$598	﹤0.01%	4748
2025 Q3	$2.99K	Buy	392 +180	+85%	+$1.43K	﹤0.01%	3978
2025 Q2	$1.49K	Sell	212 -26	-11%	-$127	﹤0.01%	3794
2025 Q1	$1.11K	Buy	+238	New	+$1.21K	﹤0.01%	3577
2024 Q1	–	Sell	-1	Closed	-$20	–	3730
2023 Q4	$20	Buy	+1	New	+$17	﹤0.01%	3461

Other funds holding SRI

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's SRI Position: Q3 2026 in Review

Farther Finance Advisors increased its Stoneridge (SRI) stake by 54% in Q3 2026, buying an estimated $814 and bringing the position to 326 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5375.

Farther Finance Advisors first reported a position in SRI in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.99K in Q3 2025. 3 funds tracked by Wall St. Rank hold SRI as of Q3 2026.

Farther Finance Advisors held 326 shares of Stoneridge worth $2.17K as of Q3 2026.
Farther Finance Advisors bought 114 Stoneridge shares in Q3 2026, an estimated $814.
Stoneridge made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5375 holding.
Farther Finance Advisors first reported a position in Stoneridge in Q4 2023 and has held it in 8 quarters since.
Farther Finance Advisors's Stoneridge position peaked at $2.99K in Q3 2025.
3 funds tracked by Wall St. Rank held Stoneridge as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.