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SBI Securities’s Stoneridge SRI Stock Holding History

SBI 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
2026
Q2 		$29 Sell
4
-1
-20% -$7 ﹤0.01% 3780
2026
Q1 		$24 Buy
5
+1
+25% +$7 ﹤0.01% 3733
2025
Q4 		$23 Sell
4
-1
-20% -$6 ﹤0.01% 3755
2025
Q3 		$38 Buy
5
+1
+25% +$8 ﹤0.01% 3791
2025
Q2 		$28 Hold
4
– – ﹤0.01% 3857
2025
Q1 		$18 Hold
4
– – ﹤0.01% 3879
2024
Q4 		$25 Buy
+4
New +$31 ﹤0.01% 3786

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SBI Securities's SRI Position: Q2 2026 in Review

SBI Securities reduced its Stoneridge (SRI) stake by 20% in Q2 2026, selling an estimated $7 and leaving 4 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

SBI Securities first reported a position in SRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $38 in Q3 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • SBI Securities held 4 shares of Stoneridge worth $29 as of Q2 2026.
  • SBI Securities sold 1 Stoneridge share in Q2 2026, an estimated $7.
  • Stoneridge made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3780 holding.
  • SBI Securities first reported a position in Stoneridge in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Stoneridge position peaked at $38 in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.