Petrus Trust Company’s Stoneridge SRI Stock Holding History

Petrus Trust Company’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	-21,883	Closed	-$167K	–	143
2025 Q3	$167K	Buy	+21,883	New	+$173K	0.02%	127

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

Petrus Trust Company's SRI Position: Q4 2025 in Review

Petrus Trust Company sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 21,883 shares — an estimated $167K sold.

Petrus Trust Company first reported a position in SRI in Q3 2025 and held it in 1 quarter. The position peaked at $167K in Q3 2025. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

Petrus Trust Company reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
Petrus Trust Company sold 21,883 Stoneridge shares in Q4 2025, an estimated $167K.
Petrus Trust Company first reported a position in Stoneridge in Q3 2025 and held it in 1 quarter.
Petrus Trust Company's Stoneridge position peaked at $167K in Q3 2025.
124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.