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Integrated Wealth Concepts’s Stoneridge SRI Stock Holding History

Integrated Wealth Concepts’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 		$2.26K Buy
+309
New +$2.12K ﹤0.01% 5313

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

Integrated Wealth Concepts's SRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Stoneridge (SRI) in Q2 2026: 309 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #5313 among its holdings.

112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Integrated Wealth Concepts held 309 shares of Stoneridge worth $2.26K as of Q2 2026.
  • Stoneridge was a new Integrated Wealth Concepts position in Q2 2026.
  • Stoneridge made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5313 holding.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.