NSIM
SRI icon

North Star Investment Management’s Stoneridge SRI Stock Holding History

North Star Investment Management’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 		$439 Hold
60
– – ﹤0.01% 1693
2026
Q1 		$290 Hold
60
– – ﹤0.01% 1670
2025
Q4 		$347 Hold
60
– – ﹤0.01% 1539
2025
Q3 		$457 Buy
+60
New +$476 ﹤0.01% 1274

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

North Star Investment Management's SRI Position: Q2 2026 in Review

North Star Investment Management held its Stoneridge (SRI) position steady in Q2 2026 at 60 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

North Star Investment Management first reported a position in SRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $457 in Q3 2025. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • North Star Investment Management held 60 shares of Stoneridge worth $439 as of Q2 2026.
  • North Star Investment Management left its Stoneridge share count unchanged in Q2 2026.
  • Stoneridge made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1693 holding.
  • North Star Investment Management first reported a position in Stoneridge in Q3 2025 and has held it in 4 quarters since.
  • North Star Investment Management's Stoneridge position peaked at $457 in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.