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Rise Advisors’s Stoneridge SRI Stock Holding History

Rise 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
2025
Q4 		– Sell
-119
Closed -$907 – 1244
2025
Q3 		$907 Hold
119
– – ﹤0.01% 1293
2025
Q2 		$838 Sell
119
-238
-67% -$1.17K ﹤0.01% 1317
2025
Q1 		$1.64K Buy
+357
New +$1.82K ﹤0.01% 1189

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rise Advisors's SRI Position: Q4 2025 in Review

Rise Advisors sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 119 shares — an estimated $907 sold.

Rise Advisors first reported a position in SRI in Q1 2025 and held it in 3 quarters. The position peaked at $1.64K in Q1 2025. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

  • Rise Advisors reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 119 Stoneridge shares in Q4 2025, an estimated $907.
  • Rise Advisors first reported a position in Stoneridge in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Stoneridge position peaked at $1.64K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.