PS
SRI icon

Principal Securities’s Stoneridge SRI Stock Holding History

Principal Securities’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
-124
Closed -$945 – 3234
2025
Q3 		$945 Hold
124
– – ﹤0.01% 3419
2025
Q2 		$873 Buy
+124
New +$607 ﹤0.01% 3374

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Securities's SRI Position: Q4 2025 in Review

Principal Securities sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 124 shares — an estimated $945 sold.

Principal Securities first reported a position in SRI in Q2 2025 and held it in 2 quarters. The position peaked at $945 in Q3 2025. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

  • Principal Securities reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 124 Stoneridge shares in Q4 2025, an estimated $945.
  • Principal Securities first reported a position in Stoneridge in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Stoneridge position peaked at $945 in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.