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Private Wealth Management Group’s Stoneridge SRI Stock Holding History

Private Wealth Management Group’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 		– Sell
-84
Closed -$487 – 1543
2025
Q4 		$487 Sell
84
-50
-37% -$315 ﹤0.01% 1409
2025
Q3 		$1.02K Hold
134
– – ﹤0.01% 1277
2025
Q2 		$944 Buy
+134
New +$656 ﹤0.01% 1300

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Private Wealth Management Group's SRI Position: Q1 2026 in Review

Private Wealth Management Group sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 84 shares — an estimated $487 sold.

Private Wealth Management Group first reported a position in SRI in Q2 2025 and held it in 3 quarters. The position peaked at $1.02K in Q3 2025. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Private Wealth Management Group reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 84 Stoneridge shares in Q1 2026, an estimated $487.
  • Private Wealth Management Group first reported a position in Stoneridge in Q2 2025 and held it in 3 quarters.
  • Private Wealth Management Group's Stoneridge position peaked at $1.02K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.