IEQ Capital’s Stoneridge SRI Stock Holding History

IEQ 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
2025 Q3	–	Sell	-40,884	Closed	-$288K	–	2064
2025 Q2	$288K	Buy	40,884 +29,096	+247%	+$143K	﹤0.01%	1418
2025 Q1	$54.1K	Buy	+11,788	New	+$60K	﹤0.01%	1544

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

IEQ Capital's SRI Position: Q3 2025 in Review

IEQ Capital sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 40,884 shares — an estimated $288K sold.

IEQ Capital first reported a position in SRI in Q1 2025 and held it in 2 quarters. The position peaked at $288K in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

IEQ Capital reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 40,884 Stoneridge shares in Q3 2025, an estimated $288K.
IEQ Capital first reported a position in Stoneridge in Q1 2025 and held it in 2 quarters.
IEQ Capital's Stoneridge position peaked at $288K in Q2 2025.
116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.