Kilter Group’s Stoneridge SRI Stock Holding History

Kilter Group’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 Q4	–	Sell	-108	Closed	-$823	–	1482
2025 Q3	$823	Buy	+108	New	+$856	﹤0.01%	938

Other funds holding SRI

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kilter Group's SRI Position: Q4 2025 in Review

Kilter Group sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 108 shares — an estimated $823 sold.

Kilter Group first reported a position in SRI in Q3 2025 and held it in 1 quarter. The position peaked at $823 in Q3 2025. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

Kilter Group reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
Kilter Group sold 108 Stoneridge shares in Q4 2025, an estimated $823.
Kilter Group first reported a position in Stoneridge in Q3 2025 and held it in 1 quarter.
Kilter Group's Stoneridge position peaked at $823 in Q3 2025.
124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Kilter Group's 13F filing for Q4 2025, filed 13 Feb 2026.