Raymond James Financial
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Raymond James Financial’s Stoneridge SRI Stock Holding History

Raymond James Financial’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
-347,714
Closed -$2.45M – 6537
2025
Q2 		$2.45M Sell
347,714
-100
-0% -$490 ﹤0.01% 2918
2025
Q1 		$1.6M Buy
347,814
+100
+0% +$509 ﹤0.01% 3157
2024
Q4 		$2.18M Buy
+347,714
New +$2.67M ﹤0.01% 2907

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

Raymond James Financial's SRI Position: Q3 2025 in Review

Raymond James Financial sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 347,714 shares — an estimated $2.45M sold.

Raymond James Financial first reported a position in SRI in Q4 2024 and held it in 3 quarters. The position peaked at $2.45M in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Raymond James Financial reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 347,714 Stoneridge shares in Q3 2025, an estimated $2.45M.
  • Raymond James Financial first reported a position in Stoneridge in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Stoneridge position peaked at $2.45M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.