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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
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

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

North Star Investment Management's SRI Position: Q1 2026 in Review

North Star Investment Management held its Stoneridge (SRI) position steady in Q1 2026 at 60 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

North Star Investment Management first reported a position in SRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $457 in Q3 2025. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • North Star Investment Management held 60 shares of Stoneridge worth $290 as of Q1 2026.
  • North Star Investment Management left its Stoneridge share count unchanged in Q1 2026.
  • Stoneridge made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1670 holding.
  • North Star Investment Management first reported a position in Stoneridge in Q3 2025 and has held it in 3 quarters since.
  • North Star Investment Management's Stoneridge position peaked at $457 in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.