Physician Wealth Advisors’s Stoneridge SRI Stock Holding History

Physician Wealth 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	$1.94K	Hold	265	–	–	﹤0.01%	1518
2026 Q1	$1.28K	Hold	265	–	–	﹤0.01%	1550
2025 Q4	$1.53K	Hold	265	–	–	﹤0.01%	1407
2025 Q3	$2.02K	Hold	265	–	–	﹤0.01%	1218
2025 Q2	$1.87K	Buy	+265	New	+$1.3K	﹤0.01%	1075

Other funds holding SRI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

nVerses Capital Wellington, Florida $65M AUM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Physician Wealth Advisors's SRI Position: Q2 2026 in Review

Physician Wealth Advisors held its Stoneridge (SRI) position steady in Q2 2026 at 265 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Physician Wealth Advisors first reported a position in SRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02K in Q3 2025. 22 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

Physician Wealth Advisors held 265 shares of Stoneridge worth $1.94K as of Q2 2026.
Physician Wealth Advisors left its Stoneridge share count unchanged in Q2 2026.
Stoneridge made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1518 holding.
Physician Wealth Advisors first reported a position in Stoneridge in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Stoneridge position peaked at $2.02K in Q3 2025.
22 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.