Nisa Investment Advisors
SRI icon

Nisa Investment Advisors’s Stoneridge SRI Stock Holding History

Nisa Investment 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
Q2 		$2.64K Sell
361
-90
-20% -$618 ﹤0.01% 2716
2026
Q1 		$2.18K Hold
451
– – ﹤0.01% 2605
2025
Q4 		$2.61K Sell
451
-570
-56% -$3.59K ﹤0.01% 2571
2025
Q3 		$7.78K Hold
1,021
– – ﹤0.01% 2349
2025
Q2 		$7.19K Sell
1,021
-109
-10% -$534 ﹤0.01% 2379
2025
Q1 		$5.19K Buy
1,130
+176
+18% +$895 ﹤0.01% 2245
2024
Q4 		$5.98K Buy
954
+384
+67% +$2.95K ﹤0.01% 2237
2024
Q3 		$6.38K Sell
570
-34
-6% -$485 ﹤0.01% 2175
2024
Q2 		$9.64K Buy
604
+8
+1% +$128 ﹤0.01% 2165
2024
Q1 		$11K Sell
596
-4
-0.7% -$71 ﹤0.01% 2021
2023
Q4 		$11.7K Buy
600
+10
+2% +$174 ﹤0.01% 2009
2023
Q3 		$11.8K Hold
590
– – ﹤0.01% 2143
2023
Q2 		$11.1K Sell
590
-23
-4% -$403 ﹤0.01% 2240
2023
Q1 		$11K Hold
613
– – ﹤0.01% 2148
2022
Q4 		$13K Hold
613
– – ﹤0.01% 2152
2022
Q3 		$13K Buy
613
+43
+8% +$808 ﹤0.01% 2147
2022
Q2 		$10K Buy
+570
New +$10.8K ﹤0.01% 2194

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

Nisa Investment Advisors's SRI Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Stoneridge (SRI) stake by 20% in Q2 2026, selling an estimated $618 and leaving 361 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Nisa Investment Advisors first reported a position in SRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $13K in Q4 2022. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Nisa Investment Advisors held 361 shares of Stoneridge worth $2.64K as of Q2 2026.
  • Nisa Investment Advisors sold 90 Stoneridge shares in Q2 2026, an estimated $618.
  • Stoneridge made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2716 holding.
  • Nisa Investment Advisors first reported a position in Stoneridge in Q2 2022 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Stoneridge position peaked at $13K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.