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Globeflex Capital’s Stoneridge SRI Stock Holding History

Globeflex Capital’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
Q1 		$1.01M Sell
208,849
-9,172
-4% -$62.9K 0.15% 152
2025
Q4 		$1.26M Sell
218,021
-14,583
-6% -$91.8K 0.19% 128
2025
Q3 		$1.77M Buy
232,604
+145,192
+166% +$1.15M 0.27% 101
2025
Q2 		$615K Buy
+87,412
New +$428K 0.05% 241
2020
Q1 		– Sell
-38,483
Closed -$1.13M – 549
2019
Q4 		$1.13M Sell
38,483
-6,639
-15% -$204K 0.21% 157
2019
Q3 		$1.4M Sell
45,122
-9,341
-17% -$293K 0.31% 88
2019
Q2 		$1.72M Sell
54,463
-38,180
-41% -$1.13M 0.36% 70
2019
Q1 		$2.67M Buy
92,643
+6,132
+7% +$168K 0.57% 31
2018
Q4 		$2.13M Sell
86,511
-114
-0.1% -$2.9K 0.51% 37
2018
Q3 		$2.57M Sell
86,625
-15,431
-15% -$489K 0.51% 30
2018
Q2 		$3.59M Sell
102,056
-5,406
-5% -$164K 0.73% 10
2018
Q1 		$2.97M Buy
107,462
+12,814
+14% +$313K 0.63% 18
2017
Q4 		$2.16M Sell
94,648
-1,991
-2% -$44.5K 0.6% 20
2017
Q3 		$1.91M Buy
96,639
+6,632
+7% +$110K 0.55% 28
2017
Q2 		$1.39M Buy
90,007
+38,793
+76% +$650K 0.34% 107
2017
Q1 		$929K Buy
51,214
+51,047
+30,567% +$898K 0.22% 176
2016
Q4 		$3K Hold
167
– – ﹤0.01% 383
2016
Q3 		$3K Sell
167
-73,422
-100% -$1.27M ﹤0.01% 375
2016
Q2 		$1.1M Hold
73,589
– – 0.3% 122
2016
Q1 		$1.07M Buy
73,589
+107
+0.1% +$1.35K 0.29% 116
2015
Q4 		$1.09M Sell
73,482
-2,120
-3% -$28.5K 0.29% 124
2015
Q3 		$933K Buy
+75,602
New +$898K 0.2% 172
2014
Q3 		– Sell
-54,161
Closed -$580K – 651
2014
Q2 		$580K Sell
54,161
-9,786
-15% -$103K 0.06% 290
2014
Q1 		$718K Sell
63,947
-1,206
-2% -$13.6K 0.08% 260
2013
Q4 		$830K Sell
65,153
-2,350
-3% -$29.2K 0.1% 239
2013
Q3 		$729K Buy
67,503
+67,387
+58,092% +$833K 0.09% 253
2013
Q2 		$1K Buy
+116
New +$1.07K ﹤0.01% 526

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Globeflex Capital's SRI Position: Q1 2026 in Review

Globeflex Capital reduced its Stoneridge (SRI) stake by 4.2% in Q1 2026, selling an estimated $62.9K and leaving 208,849 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #152.

Globeflex Capital first reported a position in SRI in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.59M in Q2 2018. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Globeflex Capital held 208,849 shares of Stoneridge worth $1.01M as of Q1 2026.
  • Globeflex Capital sold 9,172 Stoneridge shares in Q1 2026, an estimated $62.9K.
  • Stoneridge made up 0.15% of Globeflex Capital's portfolio in Q1 2026, its #152 holding.
  • Globeflex Capital first reported a position in Stoneridge in Q2 2013 and has held it in 27 quarters since.
  • Globeflex Capital's Stoneridge position peaked at $3.59M in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.