HWM
SRI icon

HB Wealth Management’s Stoneridge SRI Stock Holding History

HB Wealth 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
2025
Q3 		– Sell
-27,919
Closed -$197K – 1372
2025
Q2 		$197K Sell
27,919
-8
-0% -$39 ﹤0.01% 1112
2025
Q1 		$128K Buy
+27,927
New +$142K ﹤0.01% 1166

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

HB Wealth Management's SRI Position: Q3 2025 in Review

HB Wealth Management sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 27,919 shares — an estimated $197K sold.

HB Wealth Management first reported a position in SRI in Q1 2025 and held it in 2 quarters. The position peaked at $197K in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • HB Wealth Management reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • HB Wealth Management sold 27,919 Stoneridge shares in Q3 2025, an estimated $197K.
  • HB Wealth Management first reported a position in Stoneridge in Q1 2025 and held it in 2 quarters.
  • HB Wealth Management's Stoneridge position peaked at $197K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.