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R Squared’s Stoneridge SRI Stock Holding History

R Squared’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
Q3 		– Sell
-11,352
Closed -$79.9K – 692
2025
Q2 		$79.9K Buy
+11,352
New +$55.6K 0.04% 365

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

R Squared's SRI Position: Q3 2025 in Review

R Squared sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 11,352 shares — an estimated $79.9K sold.

R Squared first reported a position in SRI in Q2 2025 and held it in 1 quarter. The position peaked at $79.9K in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • R Squared reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • R Squared sold 11,352 Stoneridge shares in Q3 2025, an estimated $79.9K.
  • R Squared first reported a position in Stoneridge in Q2 2025 and held it in 1 quarter.
  • R Squared's Stoneridge position peaked at $79.9K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.