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IFP Advisors’s Stoneridge SRI Stock Holding History

IFP 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
Q1 		– Sell
-7
Closed -$41 – 5155
2025
Q4 		$41 Sell
7
-7
-50% -$44 ﹤0.01% 4723
2025
Q3 		$107 Buy
14
+5
+56% +$40 ﹤0.01% 4537
2025
Q2 		$486 Buy
+9
New +$44 ﹤0.01% 4450
2025
Q1 		– Sell
-2
Closed -$13 – 4615
2024
Q4 		$13 Buy
+2
New +$15 ﹤0.01% 4511
2018
Q4 		– Sell
-300
Closed -$9K – 3841
2018
Q3 		$9K Hold
300
– – ﹤0.01% 2918
2018
Q2 		$11K Buy
+300
New +$9.11K ﹤0.01% 2848

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

IFP Advisors's SRI Position: Q1 2026 in Review

IFP Advisors sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 7 shares — an estimated $41 sold.

IFP Advisors first reported a position in SRI in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • IFP Advisors reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 7 Stoneridge shares in Q1 2026, an estimated $41.
  • IFP Advisors first reported a position in Stoneridge in Q2 2018 and held it in 6 quarters.
  • IFP Advisors's Stoneridge position peaked at $11K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.