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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
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

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

Farther Finance Advisors's SRI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Stoneridge (SRI) stake by 12% in Q2 2026, selling an estimated $192 and leaving 212 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #5247.

Farther Finance Advisors first reported a position in SRI in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.99K in Q3 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Farther Finance Advisors held 212 shares of Stoneridge worth $1.55K as of Q2 2026.
  • Farther Finance Advisors sold 28 Stoneridge shares in Q2 2026, an estimated $192.
  • Stoneridge made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5247 holding.
  • Farther Finance Advisors first reported a position in Stoneridge in Q4 2023 and has held it in 7 quarters since.
  • Farther Finance Advisors's Stoneridge position peaked at $2.99K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.